AFA
AA Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
3,023
-439
| -13% | -$170K | 0.25% | 65 |
|
|
2025
Q1 | $1.14M | Sell |
3,462
-278
| -7% | -$91.7K | 0.28% | 66 |
|
|
2024
Q4 | $1.36M | Buy |
3,740
+144
| +4% | +$52.2K | 0.36% | 58 |
|
|
2024
Q3 | $1.41M | Buy |
3,596
+151
| +4% | +$59.1K | 0.41% | 56 |
|
|
2024
Q2 | $1.15M | Buy |
3,445
+112
| +3% | +$37.3K | 0.4% | 60 |
|
|
2024
Q1 | $1.22M | Buy |
+3,333
| New | +$1.22M | 0.49% | 55 |
|