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AFIA
America First Investment Advisors’s
Caterpillar
CAT
Stock Holding History
America First Investment Advisors’s Portfolio
CAT Stock Details
CAT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-192
Closed
-$64K
–
46
2024
Q2
$64K
Hold
192
–
–
0.02%
51
2024
Q1
$70.4K
Hold
192
–
–
0.02%
51
2023
Q4
$56.8K
Hold
192
–
–
0.01%
55
2023
Q3
$52.4K
Hold
192
–
–
0.01%
52
2023
Q2
$47.2K
Hold
192
–
–
0.01%
57
2023
Q1
$43.9K
Buy
+192
New
+$46.4K
0.01%
61
2016
Q1
–
Sell
-500
Closed
-$34K
–
141
2015
Q4
$34K
Hold
500
–
–
0.02%
68
2015
Q3
$33K
Hold
500
–
–
0.02%
69
2015
Q2
$42K
Hold
500
–
–
0.02%
64
2015
Q1
$40K
Hold
500
–
–
0.02%
75
2014
Q4
$46K
Hold
500
–
–
0.02%
75
2014
Q3
$50K
Hold
500
–
–
0.02%
73
2014
Q2
$54K
Hold
500
–
–
0.02%
71
2014
Q1
$50K
Hold
500
–
–
0.02%
79
2013
Q4
$45K
Hold
500
–
–
0.02%
87
2013
Q3
$42K
Hold
500
–
–
0.02%
87
2013
Q2
$41K
Buy
+500
New
+$42.5K
0.02%
81
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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