America First Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$43.9K | 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 | +$41K | 0.02% | 81 |
|