AIA
Allied Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
43,731
+747
| +2% | +$290K | 2.97% | 7 |
|
|
2025
Q1 | $14.2M | Buy |
42,984
+1,217
| +3% | +$401K | 2.69% | 6 |
|
|
2024
Q4 | $15.2M | Sell |
41,767
-662
| -2% | -$240K | 3.05% | 7 |
|
|
2024
Q3 | $16.6M | Buy |
42,429
+3
| +0% | +$1.17K | 3.29% | 6 |
|
|
2024
Q2 | $14.1M | Sell |
42,426
-1,085
| -2% | -$361K | 3.32% | 6 |
|
|
2024
Q1 | $15.9M | Sell |
43,511
-59
| -0.1% | -$21.6K | 3.85% | 4 |
|
|
2023
Q4 | $12.9M | Sell |
43,570
-185
| -0.4% | -$54.7K | 3.5% | 5 |
|
|
2023
Q3 | $11.9M | Sell |
43,755
-263
| -0.6% | -$71.8K | 3.57% | 5 |
|
|
2023
Q2 | $10.8M | Buy |
44,018
+758
| +2% | +$187K | 3.14% | 5 |
|
|
2023
Q1 | $9.9M | Sell |
43,260
-148
| -0.3% | -$33.9K | 3.07% | 6 |
|
|
2022
Q4 | $10.4M | Buy |
43,408
+10
| +0% | +$2.4K | 3.25% | 6 |
|
|
2022
Q3 | $7.12M | Buy |
43,398
+2,028
| +5% | +$333K | 2.66% | 12 |
|
|
2022
Q2 | $7.4M | Buy |
41,370
+890
| +2% | +$159K | 2.65% | 13 |
|
|
2022
Q1 | $9.02M | Buy |
40,480
+2,417
| +6% | +$539K | 2.94% | 9 |
|
|
2021
Q4 | $7.87M | Buy |
38,063
+1,573
| +4% | +$325K | 2.69% | 11 |
|
|
2021
Q3 | $7.01M | Buy |
36,490
+81
| +0.2% | +$15.6K | 2.65% | 14 |
|
|
2021
Q2 | $7.92M | Sell |
36,409
-1,462
| -4% | -$318K | 2.98% | 8 |
|
|
2021
Q1 | $8.78M | Sell |
37,871
-995
| -3% | -$231K | 3.76% | 4 |
|
|
2020
Q4 | $7.07M | Sell |
38,866
-172
| -0.4% | -$31.3K | 3.4% | 5 |
|
|
2020
Q3 | $5.82M | Sell |
39,038
-150
| -0.4% | -$22.4K | 3.13% | 10 |
|
|
2020
Q2 | $4.96M | Buy |
39,188
+1,730
| +5% | +$219K | 2.86% | 11 |
|
|
2020
Q1 | $4.35M | Buy |
37,458
+2,307
| +7% | +$268K | 3.14% | 12 |
|
|
2019
Q4 | $5.19M | Buy |
35,151
+760
| +2% | +$112K | 3.07% | 14 |
|
|
2019
Q3 | $4.34M | Buy |
34,391
+1,161
| +3% | +$147K | 2.8% | 20 |
|
|
2019
Q2 | $4.53M | Buy |
33,230
+80
| +0.2% | +$10.9K | 3.04% | 13 |
|
|
2019
Q1 | $4.49M | Buy |
33,150
+1,850
| +6% | +$251K | 3.11% | 12 |
|
|
2018
Q4 | $3.98M | Buy |
31,300
+3,810
| +14% | +$484K | 3.28% | 12 |
|
|
2018
Q3 | $4.19M | Buy |
27,490
+415
| +2% | +$63.3K | 3.11% | 15 |
|
|
2018
Q2 | $3.67M | Sell |
27,075
-855
| -3% | -$116K | 2.99% | 18 |
|
|
2018
Q1 | $4.12M | Sell |
27,930
-12,275
| -31% | -$1.81M | 3.39% | 11 |
|
|
2017
Q4 | $6.34M | Buy |
+40,205
| New | +$6.34M | 5.34% | 4 |
|