AWM
Aries Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Sell |
17,892
-100
| -0.6% | -$38.8K | 1.82% | 11 |
|
|
2025
Q1 | $5.93M | Hold |
17,992
| – | – | 1.61% | 11 |
|
|
2024
Q4 | $6.53M | Hold |
17,992
| – | – | 1.8% | 10 |
|
|
2024
Q3 | $7.04M | Sell |
17,992
-100
| -0.6% | -$39.1K | 1.93% | 10 |
|
|
2024
Q2 | $6.03M | Sell |
18,092
-36
| -0.2% | -$12K | 1.9% | 10 |
|
|
2024
Q1 | $6.64M | Hold |
18,128
| – | – | 2.14% | 10 |
|
|
2023
Q4 | $5.36M | Sell |
18,128
-500
| -3% | -$148K | 1.91% | 10 |
|
|
2023
Q3 | $5.04M | Buy |
18,628
+500
| +3% | +$135K | 1.97% | 9 |
|
|
2023
Q2 | $4.46M | Hold |
18,128
| – | – | 1.73% | 12 |
|
|
2023
Q1 | $4.15M | Buy |
18,128
+100
| +0.6% | +$22.9K | 1.7% | 12 |
|
|
2022
Q4 | $4.32M | Hold |
18,028
| – | – | 1.86% | 11 |
|
|
2022
Q3 | $3.9M | Sell |
18,028
-72
| -0.4% | -$15.6K | 1.73% | 13 |
|
|
2022
Q2 | $3.24M | Buy |
+18,100
| New | +$3.24M | 1.47% | 15 |
|
|
2022
Q1 | – | Sell |
-18,294
| Closed | -$3.78M | – | 93 |
|
|
2021
Q4 | $3.78M | Hold |
18,294
| – | – | 1.44% | 14 |
|
|
2021
Q3 | $3.51M | Hold |
18,294
| – | – | 1.49% | 15 |
|
|
2021
Q2 | $3.98M | Sell |
18,294
-270
| -1% | -$58.8K | 1.7% | 13 |
|
|
2021
Q1 | $4.32M | Sell |
18,564
-230
| -1% | -$53.5K | 1.94% | 12 |
|
|
2020
Q4 | $3.65M | Buy |
18,794
+127
| +0.7% | +$24.7K | 1.82% | 12 |
|
|
2020
Q3 | $2.78M | Sell |
18,667
-660
| -3% | -$98.4K | 1.58% | 13 |
|
|
2020
Q2 | $2.45M | Hold |
19,327
| – | – | 1.49% | 14 |
|
|
2020
Q1 | $2.26M | Sell |
19,327
-200
| -1% | -$23.3K | 1.72% | 14 |
|
|
2019
Q4 | $2.9M | Hold |
19,527
| – | – | 1.77% | 13 |
|
|
2019
Q3 | $2.51M | Hold |
19,527
| – | – | 1.67% | 13 |
|
|
2019
Q2 | $2.65M | Hold |
19,527
| – | – | 1.85% | 12 |
|
|
2019
Q1 | $2.65M | Buy |
19,527
+9,657
| +98% | +$1.31M | 1.98% | 11 |
|
|
2018
Q4 | $1.25M | Buy |
9,870
+1,040
| +12% | +$132K | 1.33% | 23 |
|
|
2018
Q3 | $1.35M | Hold |
8,830
| – | – | 1.21% | 27 |
|
|
2018
Q2 | $1.27M | Buy |
8,830
+250
| +3% | +$36K | 1.17% | 26 |
|
|
2018
Q1 | $1.27M | Buy |
8,580
+500
| +6% | +$74.1K | 1.23% | 25 |
|
|
2017
Q4 | $1.38M | Buy |
+8,080
| New | +$1.38M | 1.27% | 25 |
|