AMG
Advisors Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
5,449
-13
| -0.2% | -$5.05K | 0.4% | 65 |
|
|
2025
Q1 | $1.8M | Sell |
5,462
-71
| -1% | -$23.4K | 0.39% | 67 |
|
|
2024
Q4 | $2.01M | Sell |
5,533
-59
| -1% | -$21.4K | 0.47% | 62 |
|
|
2024
Q3 | $2.19M | Sell |
5,592
-76
| -1% | -$29.7K | 0.52% | 59 |
|
|
2024
Q2 | $1.89M | Buy |
5,668
+120
| +2% | +$40K | 0.47% | 63 |
|
|
2024
Q1 | $2.03M | Sell |
5,548
-66
| -1% | -$24.2K | 0.5% | 61 |
|
|
2023
Q4 | $1.66M | Buy |
5,614
+442
| +9% | +$131K | 0.45% | 65 |
|
|
2023
Q3 | $1.41M | Sell |
5,172
-46
| -0.9% | -$12.6K | 0.43% | 65 |
|
|
2023
Q2 | $1.28M | Buy |
5,218
+2,857
| +121% | +$703K | 0.38% | 65 |
|
|
2023
Q1 | $540K | Hold |
2,361
| – | – | 0.17% | 83 |
|
|
2022
Q4 | $566K | Hold |
2,361
| – | – | 0.21% | 74 |
|
|
2022
Q3 | $387K | Buy |
2,361
+23
| +1% | +$3.77K | 0.15% | 87 |
|
|
2022
Q2 | $418K | Buy |
2,338
+63
| +3% | +$11.3K | 0.15% | 88 |
|
|
2022
Q1 | $507K | Buy |
2,275
+120
| +6% | +$26.7K | 0.17% | 74 |
|
|
2021
Q4 | $446K | Hold |
2,155
| – | – | 0.13% | 85 |
|
|
2021
Q3 | $414K | Buy |
2,155
+4
| +0.2% | +$768 | 0.13% | 87 |
|
|
2021
Q2 | $468K | Sell |
2,151
-5
| -0.2% | -$1.09K | 0.14% | 85 |
|
|
2021
Q1 | $500K | Sell |
2,156
-216
| -9% | -$50.1K | 0.16% | 79 |
|
|
2020
Q4 | $432K | Hold |
2,372
| – | – | 0.18% | 68 |
|
|
2020
Q3 | $354K | Buy |
2,372
+1
| +0% | +$149 | 0.15% | 72 |
|
|
2020
Q2 | $300K | Sell |
2,371
-25
| -1% | -$3.16K | 0.13% | 74 |
|
|
2020
Q1 | $278K | Buy |
2,396
+379
| +19% | +$44K | 0.13% | 73 |
|
|
2019
Q4 | $298K | Hold |
2,017
| – | – | 0.12% | 75 |
|
|
2019
Q3 | $255K | Hold |
2,017
| – | – | 0.11% | 78 |
|
|
2019
Q2 | $275K | Hold |
2,017
| – | – | 0.12% | 74 |
|
|
2019
Q1 | $273K | Buy |
2,017
+300
| +17% | +$40.6K | 0.12% | 75 |
|
|
2018
Q4 | $218K | Sell |
1,717
-105
| -6% | -$13.3K | 0.11% | 76 |
|
|
2018
Q3 | $278K | Hold |
1,822
| – | – | 0.13% | 73 |
|
|
2018
Q2 | $247K | Hold |
1,822
| – | – | 0.12% | 72 |
|
|
2018
Q1 | $264K | Sell |
1,822
-32
| -2% | -$4.64K | 0.14% | 68 |
|
|
2017
Q4 | $292K | Hold |
1,854
| – | – | 0.15% | 68 |
|
|
2017
Q3 | $231K | Buy |
+1,854
| New | +$231K | 0.12% | 72 |
|