Affiance Financial’s Caterpillar CAT Stock Holding History

Affiance Financial’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$242K	Buy
2023 Q1	–	Sell
2022 Q4	$9.82K	Buy
2022 Q1	–	Sell
2021 Q4	$643K	Hold
2021 Q3	$597K	Hold
2021 Q2	$677K	Hold
2021 Q1	$721K	Hold
2020 Q4	$566K	Sell
2020 Q3	$473K	Buy
2020 Q2	$393K	Hold
2020 Q1	$361K	Hold
2019 Q4	$459K	Hold
2019 Q3	$393K	Hold
2019 Q2	$424K	Hold
2019 Q1	$421K	Hold
2018 Q4	$395K	Hold
2018 Q3	$474K	Hold
2018 Q2	$422K	Hold
2018 Q1	$458K	Sell
2017 Q4	$647K	Hold
2017 Q3	$512K	Hold
2017 Q2	$441K	Sell
2017 Q1	$390K	Sell
2016 Q4	$425K	Hold
2016 Q3	$407K	Hold
2016 Q2	$347K	Hold
2016 Q1	$351K	Sell
2015 Q4	$323K	Hold
2015 Q3	$311K	Buy
2015 Q2	$287K	Hold
2015 Q1	$271K	Hold
2014 Q4	$310K	Buy