TCP Asset Management’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
+575
New +$223K 0.04% 85
2025
Q1
Sell
-575
Closed -$209K 90
2024
Q4
$209K Hold
575
0.05% 87
2024
Q3
$225K Buy
+575
New +$225K 0.05% 77