TA
Tectonic Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
1,536
+6
| +0.4% | +$2.33K | 0.03% | 227 |
|
|
2025
Q1 | $504K | Buy |
1,530
+7
| +0.5% | +$2.31K | 0.03% | 239 |
|
|
2024
Q4 | $553K | Sell |
1,523
-23
| -1% | -$8.35K | 0.04% | 220 |
|
|
2024
Q3 | $605K | Buy |
1,546
+32
| +2% | +$12.5K | 0.04% | 213 |
|
|
2024
Q2 | $504K | Buy |
1,514
+6
| +0.4% | +$2K | 0.04% | 218 |
|
|
2024
Q1 | $553K | Buy |
1,508
+6
| +0.4% | +$2.2K | 0.04% | 212 |
|
|
2023
Q4 | $444K | Buy |
1,502
+8
| +0.5% | +$2.37K | 0.04% | 218 |
|
|
2023
Q3 | $408K | Buy |
1,494
+5
| +0.3% | +$1.37K | 0.04% | 211 |
|
|
2023
Q2 | $366K | Buy |
1,489
+12
| +0.8% | +$2.95K | 0.05% | 212 |
|
|
2023
Q1 | $338K | Hold |
1,477
| – | – | 0.05% | 218 |
|
|
2022
Q4 | $354K | Hold |
1,477
| – | – | 0.05% | 201 |
|
|
2022
Q3 | $242K | Buy |
1,477
+275
| +23% | +$45.1K | 0.04% | 177 |
|
|
2022
Q2 | $215K | Sell |
1,202
-69
| -5% | -$12.3K | 0.04% | 184 |
|
|
2022
Q1 | $283K | Hold |
1,271
| – | – | 0.05% | 168 |
|
|
2021
Q4 | $263K | Hold |
1,271
| – | – | 0.05% | 167 |
|
|
2021
Q3 | $244K | Hold |
1,271
| – | – | 0.05% | 169 |
|
|
2021
Q2 | $277K | Hold |
1,271
| – | – | 0.06% | 155 |
|
|
2021
Q1 | $295K | Hold |
1,271
| – | – | 0.07% | 134 |
|
|
2020
Q4 | $231K | Buy |
+1,271
| New | +$231K | 0.06% | 143 |
|