AAG
Armstrong Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Sell |
2,384
-52
| -2% | -$20.2K | 0.07% | 78 |
|
|
2025
Q1 | $884K | Hold |
2,436
| – | – | 0.07% | 72 |
|
|
2024
Q4 | $884K | Hold |
2,436
| – | – | 0.07% | 72 |
|
|
2024
Q3 | $953K | Sell |
2,436
-94
| -4% | -$36.8K | 0.08% | 64 |
|
|
2024
Q2 | $843K | Sell |
2,530
-8
| -0.3% | -$2.67K | 0.07% | 67 |
|
|
2024
Q1 | $750K | Hold |
2,538
| – | – | 0.07% | 68 |
|
|
2023
Q4 | $750K | Hold |
2,538
| – | – | 0.07% | 68 |
|
|
2023
Q3 | $693K | Buy |
2,538
+17
| +0.7% | +$4.64K | 0.08% | 68 |
|
|
2023
Q2 | $620K | Sell |
2,521
-3
| -0.1% | -$738 | 0.07% | 76 |
|
|
2023
Q1 | $578K | Sell |
2,524
-100
| -4% | -$22.9K | 0.07% | 78 |
|
|
2022
Q4 | $629K | Buy |
+2,624
| New | +$629K | 0.08% | 77 |
|