AAFMAA Wealth Management & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.8M | Sell |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.44M | Sell |
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|
2024
Q3 | $2.86M | Buy |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.54M | Sell |
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|
2023
Q2 | $3.29M | Buy |
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|
2023
Q1 | $2.89M | Sell |
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|
2022
Q4 | $3.12M | Sell |
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|
2022
Q3 | $2.76M | Sell |
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|
2022
Q2 | $3.37M | Sell |
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|
2022
Q1 | $4.87M | Sell |
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|
2021
Q4 | $8.72M | Buy |
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