TCPG
Trivant Custom Portfolio Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-115
| Closed | -$37.9K | – | 118 |
|
|
2025
Q1 | $37.9K | Hold |
115
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $41.7K | Buy |
115
+65
| +130% | +$23.6K | 0.02% | 90 |
|
|
2024
Q3 | $19.6K | Hold |
50
| – | – | 0.01% | 117 |
|
|
2024
Q2 | $16.7K | Buy |
+50
| New | +$16.7K | 0.01% | 137 |
|