AFCM
Applied Finance Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
5,677
+452
| +9% | +$175K | 0.15% | 67 |
|
|
2025
Q1 | $1.72M | Buy |
5,225
+283
| +6% | +$93.3K | 0.13% | 73 |
|
|
2024
Q4 | $1.79M | Sell |
4,942
-255
| -5% | -$92.5K | 0.08% | 69 |
|
|
2024
Q3 | $2.03M | Buy |
5,197
+420
| +9% | +$164K | 0.09% | 64 |
|
|
2024
Q2 | $1.59M | Buy |
+4,777
| New | +$1.59M | 0.07% | 72 |
|