AWAM
Appian Way Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-42,200
| Closed | -$7.54M | – | 21 |
|
|
2022
Q2 | $7.54M | Buy |
42,200
+33,400
| +380% | +$5.97M | 3.08% | 12 |
|
|
2022
Q1 | $1.96M | Buy |
+8,800
| New | +$1.96M | 0.89% | 26 |
|
|
2021
Q1 | – | Sell |
-23,061
| Closed | -$4.2M | – | 49 |
|
|
2020
Q4 | $4.2M | Buy |
+23,061
| New | +$4.2M | 2.06% | 16 |
|