Aljian Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
5,874
-57
| -1% | -$22.1K | 0.5% | 27 |
|
|
2025
Q1 | $1.96M | Buy |
5,931
+10
| +0.2% | +$3.3K | 0.46% | 29 |
|
|
2024
Q4 | $2.15M | Buy |
5,921
+10
| +0.2% | +$3.63K | 0.47% | 28 |
|
|
2024
Q3 | $2.31M | Buy |
5,911
+3,711
| +169% | +$1.45M | 0.54% | 25 |
|
|
2024
Q2 | $733K | Hold |
2,200
| – | – | 0.24% | 28 |
|
|
2024
Q1 | $806K | Sell |
2,200
-200
| -8% | -$73.3K | 0.3% | 26 |
|
|
2023
Q4 | $710K | Hold |
2,400
| – | – | 0.29% | 26 |
|
|
2023
Q3 | $655K | Hold |
2,400
| – | – | 0.3% | 25 |
|
|
2023
Q2 | $591K | Hold |
2,400
| – | – | 0.27% | 28 |
|
|
2023
Q1 | $549K | Hold |
2,400
| – | – | 0.28% | 28 |
|
|
2022
Q4 | $575K | Hold |
2,400
| – | – | 0.33% | 30 |
|
|
2022
Q3 | $394K | Hold |
2,400
| – | – | 0.22% | 34 |
|
|
2022
Q2 | $427K | Hold |
2,400
| – | – | 0.23% | 36 |
|
|
2022
Q1 | $539K | Hold |
2,400
| – | – | 0.22% | 36 |
|
|
2021
Q4 | $496K | Hold |
2,400
| – | – | 0.19% | 39 |
|
|
2021
Q3 | $465K | Sell |
2,400
-100
| -4% | -$19.4K | 0.2% | 41 |
|
|
2021
Q2 | $544K | Hold |
2,500
| – | – | 0.23% | 37 |
|
|
2021
Q1 | $673K | Hold |
2,500
| – | – | 0.32% | 35 |
|
|
2020
Q4 | $455K | Buy |
2,500
+1,000
| +67% | +$182K | 0.23% | 37 |
|
|
2020
Q3 | $372K | Sell |
1,500
-1,100
| -42% | -$273K | 0.21% | 38 |
|
|
2020
Q2 | $329K | Hold |
2,600
| – | – | 0.21% | 36 |
|
|
2020
Q1 | $302K | Hold |
2,600
| – | – | 0.25% | 36 |
|
|
2019
Q4 | $443K | Hold |
2,600
| – | – | 0.33% | 36 |
|
|
2019
Q3 | $328K | Hold |
2,600
| – | – | 0.27% | 41 |
|
|
2019
Q2 | $354K | Hold |
2,600
| – | – | 0.29% | 41 |
|
|
2019
Q1 | $352K | Hold |
2,600
| – | – | 0.3% | 42 |
|
|
2018
Q4 | $330K | Buy |
+2,600
| New | +$330K | 0.33% | 44 |
|