AFT Forsyth & Company’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 | $705K | Hold |
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|
2025
Q1 | $599K | Hold |
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|
2024
Q4 | $658K | Hold |
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|
2024
Q3 | $710K | Hold |
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|
2024
Q2 | $605K | Hold |
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|
2024
Q1 | $665K | Sell |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $535K | Hold |
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|
2023
Q2 | $482K | Hold |
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|
2023
Q1 | $449K | Hold |
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|
2022
Q4 | $470K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $412K | Hold |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $337K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $234K | Hold |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $325K | Hold |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $300K | Hold |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $280K | Sell |
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|
2018
Q3 | $358K | Hold |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $346K | Hold |
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|
2017
Q4 | $370K | Buy |
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|
2013
Q3 | $684K | Hold |
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|
2013
Q2 | $676K | Buy |
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