TPI
Trust Point Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
5,440
-62
| -1% | -$24.1K | 0.2% | 56 |
|
|
2025
Q1 | $1.81M | Sell |
5,502
-531
| -9% | -$175K | 0.17% | 65 |
|
|
2024
Q4 | $2.19M | Buy |
6,033
+816
| +16% | +$296K | 0.15% | 68 |
|
|
2024
Q3 | $2.04M | Buy |
5,217
+81
| +2% | +$31.7K | 0.15% | 70 |
|
|
2024
Q2 | $1.71M | Sell |
5,136
-103
| -2% | -$34.3K | 0.14% | 74 |
|
|
2024
Q1 | $1.92M | Buy |
5,239
+98
| +2% | +$35.9K | 0.15% | 71 |
|
|
2023
Q4 | $1.52M | Buy |
+5,141
| New | +$1.52M | 0.13% | 85 |
|