AF Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $680K | Hold |
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|
2024
Q4 | $748K | Hold |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $755K | Hold |
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|
2023
Q4 | $609K | Hold |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $479K | Buy |
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|
2022
Q1 | $414K | Sell |
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|
2021
Q4 | $554K | Hold |
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|
2021
Q3 | $514K | Sell |
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|
2021
Q2 | $719K | Hold |
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|
2021
Q1 | $767K | Hold |
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|
2020
Q4 | $599K | Hold |
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|
2020
Q3 | $492K | Hold |
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|
2020
Q2 | $417K | Hold |
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|
2020
Q1 | $383K | Hold |
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|
2019
Q4 | $487K | Buy |
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