Aire 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
Q2 | $3.51M | Buy |
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|
2025
Q1 | $2.97M | Sell |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.31M | Sell |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $605K | Sell |
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|
2022
Q2 | $679K | Buy |
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|
2022
Q1 | $211K | Buy |
|