AIMA
Ables Iannone Moore & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
692
+3
| +0.4% | +$1.16K | 0.17% | 52 |
|
|
2025
Q1 | $227K | Buy |
689
+2
| +0.3% | +$660 | 0.15% | 51 |
|
|
2024
Q4 | $249K | Hold |
687
| – | – | 0.15% | 50 |
|
|
2024
Q3 | $269K | Hold |
687
| – | – | 0.17% | 52 |
|
|
2024
Q2 | $229K | Buy |
687
+27
| +4% | +$8.99K | 0.15% | 52 |
|
|
2024
Q1 | $242K | Hold |
660
| – | – | 0.17% | 50 |
|
|
2023
Q4 | $195K | Buy |
+660
| New | +$195K | 0.15% | 56 |
|