VT
Vise Technologies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Buy |
+20,176
| New | +$7.83M | 0.32% | 58 |
|
|
2024
Q4 | $5M | Buy |
13,776
+4,748
| +53% | +$1.72M | 0.42% | 40 |
|
|
2024
Q3 | $3.53M | Buy |
9,028
+2,028
| +29% | +$793K | 0.45% | 46 |
|
|
2024
Q2 | $2.33M | Buy |
7,000
+224
| +3% | +$74.6K | 0.41% | 56 |
|
|
2024
Q1 | $2.48M | Sell |
6,776
-1,433
| -17% | -$525K | 0.49% | 48 |
|
|
2023
Q4 | $2.43M | Buy |
8,209
+1,992
| +32% | +$589K | 0.52% | 47 |
|
|
2023
Q3 | $1.7M | Sell |
6,217
-59
| -0.9% | -$16.1K | 0.42% | 56 |
|
|
2023
Q2 | $1.54M | Buy |
6,276
+1,868
| +42% | +$460K | 0.37% | 65 |
|
|
2023
Q1 | $1.01M | Buy |
4,408
+927
| +27% | +$212K | 0.27% | 86 |
|
|
2022
Q4 | $834K | Buy |
3,481
+513
| +17% | +$123K | 0.26% | 95 |
|
|
2022
Q3 | $487K | Buy |
2,968
+1,080
| +57% | +$177K | 0.18% | 130 |
|
|
2022
Q2 | $337K | Buy |
1,888
+17
| +0.9% | +$3.03K | 0.13% | 181 |
|
|
2022
Q1 | $417K | Buy |
+1,871
| New | +$417K | 0.16% | 137 |
|