AIFAIM
American Institute for Advanced Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
930
-75
| -7% | -$29.1K | 0.26% | 98 |
|
|
2025
Q1 | $331K | Hold |
1,005
| – | – | 0.25% | 98 |
|
|
2024
Q4 | $365K | Hold |
1,005
| – | – | 0.27% | 90 |
|
|
2024
Q3 | $393K | Hold |
1,005
| – | – | 0.28% | 90 |
|
|
2024
Q2 | $335K | Buy |
1,005
+70
| +7% | +$23.3K | 0.26% | 99 |
|
|
2024
Q1 | $343K | Buy |
935
+65
| +7% | +$23.8K | 0.27% | 94 |
|
|
2023
Q4 | $257K | Hold |
870
| – | – | 0.23% | 100 |
|
|
2023
Q3 | $238K | Hold |
870
| – | – | 0.22% | 103 |
|
|
2023
Q2 | $214K | Sell |
870
-89
| -9% | -$21.9K | 0.19% | 112 |
|
|
2023
Q1 | $219K | Sell |
959
-46
| -5% | -$10.5K | 0.23% | 93 |
|
|
2022
Q4 | $241K | Buy |
+1,005
| New | +$241K | 0.22% | 98 |
|
|
2022
Q2 | – | Sell |
-1,005
| Closed | -$224K | – | 115 |
|
|
2022
Q1 | $224K | Hold |
1,005
| – | – | 0.16% | 105 |
|
|
2021
Q4 | $208K | Buy |
+1,005
| New | +$208K | 0.14% | 118 |
|