American National Registered Investment Advisor’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $824K | Sell |
3,696
-157
| -4% | -$32.9K | 0.29% | 94 |
|
|
2021
Q4 | $797K | Sell |
3,853
-2
| -0.1% | -$403 | 0.26% | 107 |
|
|
2021
Q3 | $740K | Sell |
3,855
-26
| -0.7% | -$5.42K | 0.27% | 112 |
|
|
2021
Q2 | $845K | Sell |
3,881
-49
| -1% | -$11.3K | 0.3% | 101 |
|
|
2021
Q1 | $911K | Sell |
3,930
-25
| -0.6% | -$5.17K | 0.35% | 83 |
|
|
2020
Q4 | $720K | Hold |
3,955
| – | – | 0.29% | 107 |
|
|
2020
Q3 | $590K | Hold |
3,955
| – | – | 0.27% | 112 |
|
|
2020
Q2 | $500K | Hold |
3,955
| – | – | 0.25% | 121 |
|
|
2020
Q1 | $459K | Hold |
3,955
| – | – | 0.29% | 110 |
|
|
2019
Q4 | $584K | Hold |
3,955
| – | – | 0.29% | 110 |
|
|
2019
Q3 | $500K | Hold |
3,955
| – | – | 0.28% | 119 |
|
|
2019
Q2 | $539K | Hold |
3,955
| – | – | 0.3% | 110 |
|
|
2019
Q1 | $536K | Hold |
3,955
| – | – | 0.3% | 113 |
|
|
2018
Q4 | $503K | Sell |
3,955
-280
| -7% | -$36.4K | 0.31% | 108 |
|
|
2018
Q3 | $646K | Hold |
4,235
| – | – | 0.34% | 101 |
|
|
2018
Q2 | $575K | Hold |
4,235
| – | – | 0.28% | 129 |
|
|
2018
Q1 | $624K | Sell |
4,235
-125
| -3% | -$19.7K | 0.31% | 115 |
|
|
2017
Q4 | $687K | Hold |
4,360
| – | – | 0.33% | 106 |
|
|
2017
Q3 | $544K | Sell |
4,360
-900
| -17% | -$104K | 0.27% | 132 |
|
|
2017
Q2 | $565K | Hold |
5,260
| – | – | 0.24% | 144 |
|
|
2017
Q1 | $488K | Hold |
5,260
| – | – | 0.21% | 167 |
|
|
2016
Q4 | $488K | Hold |
5,260
| – | – | 0.22% | 155 |
|
|
2016
Q3 | $467K | Hold |
5,260
| – | – | 0.22% | 161 |
|
|
2016
Q2 | $399K | Hold |
5,260
| – | – | 0.19% | 185 |
|
|
2016
Q1 | $403K | Hold |
5,260
| – | – | 0.2% | 169 |
|
|
2015
Q4 | $357K | Hold |
5,260
| – | – | 0.17% | 192 |
|
|
2015
Q3 | $344K | Sell |
5,260
-85
| -2% | -$6.5K | 0.18% | 189 |
|
|
2015
Q2 | $453K | Hold |
5,345
| – | – | 0.22% | 169 |
|
|
2015
Q1 | $428K | Sell |
5,345
-284
| -5% | -$23.6K | 0.21% | 175 |
|
|
2014
Q4 | $515K | Sell |
5,629
-46
| -0.8% | -$4.48K | 0.24% | 159 |
|
|
2014
Q3 | $562K | Sell |
5,675
-40
| -0.7% | -$4.24K | 0.27% | 143 |
|
|
2014
Q2 | $621K | Hold |
5,715
| – | – | 0.29% | 132 |
|
|
2014
Q1 | $568K | Hold |
5,715
| – | – | 0.28% | 138 |
|
|
2013
Q4 | $519K | Sell |
5,715
-25
| -0.4% | -$2.13K | 0.26% | 147 |
|
|
2013
Q3 | $479K | Sell |
5,740
-360
| -6% | -$30.4K | 0.27% | 143 |
|
|
2013
Q2 | $503K | Buy |
+6,100
| New | +$519K | 0.29% | 138 |
|