TIA
Traphagen Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
3,272
+190
| +6% | +$73.8K | 0.12% | 63 |
|
|
2025
Q1 | $1.02M | Sell |
3,082
-22
| -0.7% | -$7.26K | 0.11% | 69 |
|
|
2024
Q4 | $1.13M | Sell |
3,104
-126
| -4% | -$45.7K | 0.11% | 67 |
|
|
2024
Q3 | $1.26M | Sell |
3,230
-36
| -1% | -$14.1K | 0.13% | 58 |
|
|
2024
Q2 | $1.09M | Buy |
3,266
+17
| +0.5% | +$5.66K | 0.12% | 63 |
|
|
2024
Q1 | $1.19M | Buy |
3,249
+3
| +0.1% | +$1.1K | 0.13% | 61 |
|
|
2023
Q4 | $960K | Buy |
+3,246
| New | +$960K | 0.11% | 60 |
|