AA
Aire Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
9,042
+25
| +0.3% | +$9.71K | 0.68% | 38 |
|
|
2025
Q1 | $2.97M | Sell |
9,017
-200
| -2% | -$66K | 0.63% | 37 |
|
|
2024
Q4 | $3.34M | Buy |
9,217
+105
| +1% | +$38.1K | 0.69% | 35 |
|
|
2024
Q3 | $3.56M | Buy |
9,112
+1
| +0% | +$391 | 0.79% | 31 |
|
|
2024
Q2 | $3.03M | Sell |
9,111
-230
| -2% | -$76.6K | 0.69% | 33 |
|
|
2024
Q1 | $3.42M | Buy |
9,341
+1
| +0% | +$366 | 0.77% | 31 |
|
|
2023
Q4 | $2.76M | Sell |
9,340
-349
| -4% | -$103K | 0.68% | 33 |
|
|
2023
Q3 | $2.64M | Sell |
9,689
-397
| -4% | -$108K | 0.71% | 33 |
|
|
2023
Q2 | $2.48M | Sell |
10,086
-45
| -0.4% | -$11.1K | 0.65% | 37 |
|
|
2023
Q1 | $2.31M | Sell |
10,131
-254
| -2% | -$57.9K | 0.64% | 39 |
|
|
2022
Q4 | $2.49M | Buy |
10,385
+6,698
| +182% | +$1.6M | 0.76% | 29 |
|
|
2022
Q3 | $605K | Sell |
3,687
-93
| -2% | -$15.3K | 0.21% | 71 |
|
|
2022
Q2 | $679K | Buy |
3,780
+2,833
| +299% | +$509K | 0.24% | 64 |
|
|
2022
Q1 | $211K | Buy |
+947
| New | +$211K | 0.08% | 135 |
|