AIIMS
Analyst IMS Investment Management Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
2,752
+1,400
| +104% | +$543K | 0.04% | 88 |
|
|
2025
Q1 | $446K | Sell |
1,352
-127
| -9% | -$41.9K | 0.02% | 112 |
|
|
2024
Q4 | $537K | Buy |
1,479
+270
| +22% | +$98K | 0.02% | 103 |
|
|
2024
Q3 | $473K | Sell |
1,209
-113
| -9% | -$44.2K | 0.02% | 110 |
|
|
2024
Q2 | $440K | Buy |
+1,322
| New | +$440K | 0.02% | 104 |
|