AFM
Armstrong Fleming & Moore’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
+1,184
| New | +$460K | 0.25% | 59 |
|
|
2025
Q1 | – | Sell |
-1,184
| Closed | -$429K | – | 89 |
|
|
2024
Q4 | $429K | Buy |
1,184
+1
| +0.1% | +$363 | 0.26% | 63 |
|
|
2024
Q3 | $463K | Sell |
1,183
-60
| -5% | -$23.5K | 0.27% | 61 |
|
|
2024
Q2 | $414K | Sell |
1,243
-379
| -23% | -$126K | 0.27% | 61 |
|
|
2024
Q1 | $594K | Hold |
1,622
| – | – | 0.41% | 47 |
|
|
2023
Q4 | $480K | Buy |
1,622
+1
| +0.1% | +$296 | 0.36% | 55 |
|
|
2023
Q3 | $443K | Hold |
1,621
| – | – | 0.43% | 52 |
|
|
2023
Q2 | $399K | Buy |
+1,621
| New | +$399K | 0.37% | 57 |
|