TAM
Tucker Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $44.6K | Hold |
123
| – | – | ﹤0.01% | 386 |
|
|
2024
Q3 | $48.1K | Buy |
+123
| New | +$48.1K | 0.01% | 343 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.83K | – | 1686 |
|
|
2024
Q1 | $1.83K | Hold |
5
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q4 | $1.48K | Sell |
5
-12
| -71% | -$3.55K | ﹤0.01% | 1187 |
|
|
2023
Q3 | $4.64K | Buy |
17
+5
| +42% | +$1.37K | ﹤0.01% | 846 |
|
|
2023
Q2 | $2.95K | Sell |
12
-25
| -68% | -$6.15K | ﹤0.01% | 780 |
|
|
2023
Q1 | $8.47K | Buy |
37
+12
| +48% | +$2.75K | ﹤0.01% | 590 |
|
|
2022
Q4 | $6.01K | Hold |
25
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $5.41K | Buy |
+25
| New | +$5.41K | ﹤0.01% | 415 |
|
|
2022
Q2 | – | Sell |
-29
| Closed | -$6.46K | – | 647 |
|
|
2022
Q1 | $6.46K | Hold |
29
| – | – | ﹤0.01% | 290 |
|
|
2021
Q4 | $5.98K | Buy |
+29
| New | +$5.98K | ﹤0.01% | 290 |
|