AIM
Aigen Investment Management’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,710
| Closed | -$2.21M | – | 815 |
|
2025
Q1 | $2.21M | Buy |
+6,710
| New | +$2.21M | 0.35% | 63 |
|
2024
Q4 | – | Sell |
-4,037
| Closed | -$1.58M | – | 754 |
|
2024
Q3 | $1.58M | Buy |
+4,037
| New | +$1.58M | 0.31% | 75 |
|
2024
Q1 | – | Sell |
-750
| Closed | -$222K | – | 699 |
|
2023
Q4 | $222K | Buy |
+750
| New | +$222K | 0.04% | 628 |
|
2022
Q1 | – | Sell |
-16,284
| Closed | -$3.27M | – | 609 |
|
2021
Q4 | $3.27M | Buy |
+16,284
| New | +$3.27M | 0.2% | 134 |
|
2021
Q3 | – | Sell |
-8,408
| Closed | -$1.83M | – | 488 |
|
2021
Q2 | $1.83M | Buy |
+8,408
| New | +$1.83M | 0.32% | 84 |
|
2021
Q1 | – | Sell |
-15,681
| Closed | -$2.85M | – | 643 |
|
2020
Q4 | $2.85M | Buy |
+15,681
| New | +$2.85M | 0.37% | 59 |
|