T
Tidemark’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,045
+606
| +25% | +$235K | 0.38% | 36 |
|
|
2025
Q1 | $804K | Buy |
2,439
+129
| +6% | +$42.5K | 0.3% | 46 |
|
|
2024
Q4 | $838K | Buy |
2,310
+17
| +0.7% | +$6.17K | 0.32% | 44 |
|
|
2024
Q3 | $897K | Buy |
2,293
+2
| +0.1% | +$782 | 0.37% | 41 |
|
|
2024
Q2 | $763K | Buy |
2,291
+68
| +3% | +$22.7K | 0.35% | 47 |
|
|
2024
Q1 | $815K | Buy |
2,223
+71
| +3% | +$26K | 0.45% | 45 |
|
|
2023
Q4 | $636K | Buy |
+2,152
| New | +$636K | 0.4% | 48 |
|