AAFMAA Wealth Management & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Sell |
3,961
-1,885
| -32% | -$732K | 0.64% | 45 |
|
|
2025
Q1 | $1.93M | Sell |
5,846
-889
| -13% | -$293K | 0.88% | 33 |
|
|
2024
Q4 | $2.44M | Sell |
6,735
-573
| -8% | -$208K | 1.07% | 23 |
|
|
2024
Q3 | $2.86M | Buy |
7,308
+116
| +2% | +$45.4K | 1.26% | 20 |
|
|
2024
Q2 | $2.4M | Buy |
7,192
+77
| +1% | +$25.6K | 1.18% | 21 |
|
|
2024
Q1 | $2.61M | Sell |
7,115
-2,809
| -28% | -$1.03M | 1.42% | 19 |
|
|
2023
Q4 | $2.93M | Buy |
9,924
+610
| +7% | +$180K | 1.66% | 18 |
|
|
2023
Q3 | $2.54M | Sell |
9,314
-4,050
| -30% | -$1.11M | 2.36% | 12 |
|
|
2023
Q2 | $3.29M | Buy |
13,364
+752
| +6% | +$185K | 2.72% | 14 |
|
|
2023
Q1 | $2.89M | Sell |
12,612
-407
| -3% | -$93.1K | 2.31% | 17 |
|
|
2022
Q4 | $3.12M | Sell |
13,019
-3,808
| -23% | -$912K | 2.81% | 8 |
|
|
2022
Q3 | $2.76M | Sell |
16,827
-2,036
| -11% | -$334K | 2.03% | 20 |
|
|
2022
Q2 | $3.37M | Sell |
18,863
-2,971
| -14% | -$531K | 2.27% | 20 |
|
|
2022
Q1 | $4.87M | Sell |
21,834
-20,361
| -48% | -$4.54M | 2.24% | 19 |
|
|
2021
Q4 | $8.72M | Buy |
+42,195
| New | +$8.72M | 3.8% | 5 |
|