TCA
Trifecta Capital Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Buy |
23,792
+2,145
| +10% | +$833K | 1.54% | 22 |
|
|
2025
Q1 | $7.14M | Buy |
21,647
+314
| +1% | +$104K | 1.5% | 18 |
|
|
2024
Q4 | $7.74M | Buy |
21,333
+315
| +1% | +$114K | 1.53% | 20 |
|
|
2024
Q3 | $8.22M | Buy |
21,018
+684
| +3% | +$268K | 1.72% | 15 |
|
|
2024
Q2 | $6.77M | Buy |
20,334
+1,348
| +7% | +$449K | 1.5% | 15 |
|
|
2024
Q1 | $6.96M | Buy |
18,986
+1,229
| +7% | +$450K | 1.69% | 15 |
|
|
2023
Q4 | $5.25M | Buy |
17,757
+898
| +5% | +$266K | 1.45% | 19 |
|
|
2023
Q3 | $4.6M | Buy |
16,859
+2,088
| +14% | +$570K | 1.48% | 18 |
|
|
2023
Q2 | $3.63M | Buy |
14,771
+1,120
| +8% | +$276K | 1.17% | 23 |
|
|
2023
Q1 | $3.12M | Buy |
13,651
+235
| +2% | +$53.8K | 1.1% | 25 |
|
|
2022
Q4 | $3.21M | Buy |
+13,416
| New | +$3.21M | 1.28% | 21 |
|