Affinity Capital 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
Q3 | $710K | Sell |
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|
2025
Q2 | $598K | Buy |
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|
2025
Q1 | $451K | Buy |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $363K | Buy |
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|
2020
Q4 | $284K | Sell |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $202K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $397K | Buy |
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