AIC
Archer Investment Corporation’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
2,313
+7
| +0.3% | +$2.72K | 0.21% | 93 |
|
|
2025
Q1 | $760K | Buy |
2,306
+1
| +0% | +$330 | 0.2% | 99 |
|
|
2024
Q4 | $836K | Hold |
2,305
| – | – | 0.22% | 86 |
|
|
2024
Q3 | $901K | Sell |
2,305
-870
| -27% | -$340K | 0.24% | 85 |
|
|
2024
Q2 | $1.06M | Buy |
3,175
+320
| +11% | +$107K | 0.31% | 68 |
|
|
2024
Q1 | $1.05M | Sell |
2,855
-146
| -5% | -$53.5K | 0.31% | 67 |
|
|
2023
Q4 | $887K | Sell |
3,001
-93
| -3% | -$27.5K | 0.29% | 78 |
|
|
2023
Q3 | $845K | Buy |
3,094
+18
| +0.6% | +$4.92K | 0.3% | 77 |
|
|
2023
Q2 | $757K | Buy |
3,076
+21
| +0.7% | +$5.17K | 0.27% | 82 |
|
|
2023
Q1 | $729K | Hold |
3,055
| – | – | 0.27% | 85 |
|
|
2022
Q4 | $732K | Sell |
3,055
-214
| -7% | -$51.3K | 0.28% | 86 |
|
|
2022
Q3 | $536K | Hold |
3,269
| – | – | 0.23% | 108 |
|
|
2022
Q2 | $584K | Buy |
3,269
+101
| +3% | +$18.1K | 0.24% | 105 |
|
|
2022
Q1 | $701K | Hold |
3,168
| – | – | 0.25% | 98 |
|
|
2021
Q4 | $655K | Buy |
3,168
+216
| +7% | +$44.7K | 0.22% | 106 |
|
|
2021
Q3 | $567K | Hold |
2,952
| – | – | 0.21% | 116 |
|
|
2021
Q2 | $642K | Sell |
2,952
-20
| -0.7% | -$4.35K | 0.25% | 85 |
|
|
2021
Q1 | $689K | Sell |
2,972
-125
| -4% | -$29K | 0.28% | 78 |
|
|
2020
Q4 | $564K | Hold |
3,097
| – | – | 0.27% | 96 |
|
|
2020
Q3 | $462K | Buy |
3,097
+2,425
| +361% | +$362K | 0.24% | 98 |
|
|
2020
Q2 | $85K | Buy |
672
+150
| +29% | +$19K | 0.05% | 211 |
|
|
2020
Q1 | $61K | Buy |
522
+47
| +10% | +$5.49K | 0.04% | 225 |
|
|
2019
Q4 | $70K | Hold |
475
| – | – | 0.04% | 236 |
|
|
2019
Q3 | $60K | Sell |
475
-2,600
| -85% | -$328K | 0.04% | 224 |
|
|
2019
Q2 | $419K | Buy |
3,075
+200
| +7% | +$27.3K | 0.27% | 88 |
|
|
2019
Q1 | $390K | Buy |
2,875
+2,400
| +505% | +$326K | 0.26% | 94 |
|
|
2018
Q4 | $60K | Buy |
+475
| New | +$60K | 0.05% | 211 |
|