AIM
Acropolis Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
2,222
+7
| +0.3% | +$2.72K | 0.05% | 110 |
|
|
2025
Q1 | $731K | Buy |
2,215
+3
| +0.1% | +$989 | 0.04% | 117 |
|
|
2024
Q4 | $802K | Hold |
2,212
| – | – | 0.05% | 113 |
|
|
2024
Q3 | $865K | Buy |
2,212
+100
| +5% | +$39.1K | 0.05% | 107 |
|
|
2024
Q2 | $704K | Hold |
2,112
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $774K | Sell |
2,112
-1
| -0% | -$366 | 0.05% | 113 |
|
|
2023
Q4 | $625K | Buy |
2,113
+93
| +5% | +$27.5K | 0.04% | 123 |
|
|
2023
Q3 | $552K | Hold |
2,020
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $497K | Hold |
2,020
| – | – | 0.04% | 139 |
|
|
2023
Q1 | $462K | Hold |
2,020
| – | – | 0.04% | 144 |
|
|
2022
Q4 | $484K | Sell |
2,020
-36
| -2% | -$8.63K | 0.04% | 129 |
|
|
2022
Q3 | $337K | Sell |
2,056
-6
| -0.3% | -$983 | 0.03% | 150 |
|
|
2022
Q2 | $369K | Buy |
2,062
+67
| +3% | +$12K | 0.04% | 148 |
|
|
2022
Q1 | $445K | Buy |
1,995
+51
| +3% | +$11.4K | 0.04% | 135 |
|
|
2021
Q4 | $402K | Hold |
1,944
| – | – | 0.04% | 140 |
|
|
2021
Q3 | $371K | Sell |
1,944
-24
| -1% | -$4.58K | 0.04% | 136 |
|
|
2021
Q2 | $428K | Hold |
1,968
| – | – | 0.04% | 132 |
|
|
2021
Q1 | $456K | Buy |
1,968
+1
| +0.1% | +$232 | 0.05% | 127 |
|
|
2020
Q4 | $358K | Hold |
1,967
| – | – | 0.04% | 129 |
|
|
2020
Q3 | $293K | Buy |
1,967
+1
| +0.1% | +$149 | 0.04% | 131 |
|
|
2020
Q2 | $249K | Buy |
1,966
+1
| +0.1% | +$127 | 0.03% | 133 |
|
|
2020
Q1 | $228K | Buy |
1,965
+1,201
| +157% | +$139K | 0.04% | 128 |
|
|
2019
Q4 | $113K | Sell |
764
-97
| -11% | -$14.3K | 0.02% | 162 |
|
|
2019
Q3 | $109K | Buy |
+861
| New | +$109K | 0.02% | 157 |
|
|
2019
Q2 | – | Sell |
-810
| Closed | -$110K | – | 142 |
|
|
2019
Q1 | $110K | Buy |
+810
| New | +$110K | 0.02% | 141 |
|
|
2018
Q4 | – | Sell |
-658
| Closed | -$100K | – | 142 |
|
|
2018
Q3 | $100K | Buy |
+658
| New | +$100K | 0.02% | 147 |
|
|
2015
Q2 | – | Sell |
-1,755
| Closed | -$140K | – | 133 |
|
|
2015
Q1 | $140K | Sell |
1,755
-1,405
| -44% | -$112K | 0.03% | 132 |
|
|
2014
Q4 | $289K | Sell |
3,160
-360
| -10% | -$33K | 0.06% | 98 |
|
|
2014
Q3 | $349K | Sell |
3,520
-2,633
| -43% | -$261K | 0.07% | 93 |
|
|
2014
Q2 | $669K | Sell |
6,153
-4,365
| -42% | -$475K | 0.14% | 70 |
|
|
2014
Q1 | $1.05M | Sell |
10,518
-1,285
| -11% | -$128K | 0.21% | 61 |
|
|
2013
Q4 | $1.07M | Sell |
11,803
-1,661
| -12% | -$151K | 0.23% | 57 |
|
|
2013
Q3 | $1.12M | Sell |
13,464
-400
| -3% | -$33.4K | 0.23% | 56 |
|
|
2013
Q2 | $1.14M | Buy |
+13,864
| New | +$1.14M | 0.25% | 55 |
|