Allied Investment 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 | $17M | Buy |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $15.2M | Sell |
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|
2024
Q3 | $16.6M | Buy |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $15.9M | Sell |
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|
2023
Q4 | $12.9M | Sell |
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|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $10.8M | Buy |
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|
2023
Q1 | $9.9M | Sell |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $7.12M | Buy |
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|
2022
Q2 | $7.39M | Buy |
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|
2022
Q1 | $9.02M | Buy |
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|
2021
Q4 | $7.87M | Buy |
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|
2021
Q3 | $7M | Buy |
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|
2021
Q2 | $7.92M | Sell |
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|
2021
Q1 | $8.78M | Sell |
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|
2020
Q4 | $7.07M | Sell |
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|
2020
Q3 | $5.82M | Sell |
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|
2020
Q2 | $4.96M | Buy |
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|
2020
Q1 | $4.35M | Buy |
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|
2019
Q4 | $5.19M | Buy |
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|
2019
Q3 | $4.34M | Buy |
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|
2019
Q2 | $4.53M | Buy |
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|
2019
Q1 | $4.49M | Buy |
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|
2018
Q4 | $3.98M | Buy |
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|
2018
Q3 | $4.19M | Buy |
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|
2018
Q2 | $3.67M | Sell |
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|
2018
Q1 | $4.12M | Sell |
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|
2017
Q4 | $6.34M | Buy |
|