AIA
Arbor Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Sell |
1,017
-3
| -0.3% | -$1.17K | 0.05% | 69 |
|
|
2025
Q1 | $336K | Buy |
1,020
+375
| +58% | +$124K | 0.05% | 69 |
|
|
2024
Q4 | $234K | Hold |
645
| – | – | 0.03% | 97 |
|
|
2024
Q3 | $252K | Hold |
645
| – | – | 0.03% | 99 |
|
|
2024
Q2 | $215K | Hold |
645
| – | – | 0.03% | 96 |
|
|
2024
Q1 | $236K | Buy |
+645
| New | +$236K | 0.03% | 104 |
|