Aspen Investment Management’s Caterpillar CAT Stock Holding History

Aspen Investment Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Sell	2,930 -36	-1%	-$14K	0.48%	62
2025 Q1	$978K	Hold	2,966	–	–	0.45%	66
2024 Q4	$1.08M	Sell	2,966 -110	-4%	-$39.9K	0.5%	60
2024 Q3	$1.2M	Buy	3,076 +2	+0.1%	+$782	0.56%	53
2024 Q2	$1.02M	Sell	3,074 -154	-5%	-$51.3K	0.51%	56
2024 Q1	$1.18M	Sell	3,228 -250	-7%	-$91.6K	0.6%	49
2023 Q4	$1.03M	Buy	3,478 +11	+0.3%	+$3.25K	0.57%	54
2023 Q3	$946K	Sell	3,467 -50	-1%	-$13.6K	0.57%	52
2023 Q2	$865K	Hold	3,517	–	–	0.51%	63
2023 Q1	$805K	Sell	3,517 -160	-4%	-$36.6K	0.51%	62
2022 Q4	$881K	Sell	3,677 -250	-6%	-$59.9K	0.58%	56
2022 Q3	$644K	Hold	3,927	–	–	0.43%	77
2022 Q2	$702K	Sell	3,927 -1	-0%	-$179	0.44%	76
2022 Q1	$875K	Sell	3,928 -30	-0.8%	-$6.68K	0.46%	78
2021 Q4	$818K	Sell	3,958 -4	-0.1%	-$827	0.4%	82
2021 Q3	$761K	Sell	3,962 -1,337	-25%	-$257K	0.4%	81
2021 Q2	$1.15M	Sell	5,299 -24	-0.5%	-$5.22K	0.6%	55
2021 Q1	$1.23M	Buy	5,323 +692	+15%	+$160K	0.69%	46
2020 Q4	$843K	Buy	4,631 +622	+16%	+$113K	0.5%	69
2020 Q3	$598K	Hold	4,009	–	–	0.4%	75
2020 Q2	$507K	Sell	4,009 -61	-1%	-$7.71K	0.36%	77
2020 Q1	$472K	Sell	4,070 -415	-9%	-$48.1K	0.41%	71
2019 Q4	$662K	Hold	4,485	–	–	0.41%	74
2019 Q3	$567K	Sell	4,485 -239	-5%	-$30.2K	0.38%	76
2019 Q2	$644K	Sell	4,724 -50	-1%	-$6.82K	0.42%	73
2019 Q1	$647K	Hold	4,774	–	–	0.45%	72
2018 Q4	$607K	Hold	4,774	–	–	0.49%	65
2018 Q3	$728K	Buy	4,774 +50	+1%	+$7.63K	0.48%	66
2018 Q2	$641K	Hold	4,724	–	–	0.44%	71
2018 Q1	$696K	Hold	4,724	–	–	0.5%	65
2017 Q4	$744K	Hold	4,724	–	–	0.53%	60
2017 Q3	$589K	Hold	4,724	–	–	0.44%	65
2017 Q2	$508K	Hold	4,724	–	–	0.38%	69
2017 Q1	$438K	Hold	4,724	–	–	0.32%	79
2016 Q4	$438K	Hold	4,724	–	–	0.33%	75
2016 Q3	$419K	Sell	4,724 -75	-2%	-$6.65K	0.33%	77
2016 Q2	$364K	Sell	4,799 -125	-3%	-$9.48K	0.3%	77
2016 Q1	$377K	Buy	4,924 +1,200	+32%	+$91.9K	0.35%	70
2015 Q4	$253K	Hold	3,724	–	–	0.25%	105
2015 Q3	$243K	Buy	3,724 +10	+0.3%	+$653	0.24%	102
2015 Q2	$315K	Hold	3,714	–	–	0.26%	90
2015 Q1	$297K	Hold	3,714	–	–	0.24%	95
2014 Q4	$340K	Sell	3,714 -300	-7%	-$27.5K	0.29%	87
2014 Q3	$398K	Sell	4,014 -4,618	-53%	-$458K	0.33%	76
2014 Q2	$938K	Buy	8,632 +150	+2%	+$16.3K	0.57%	57
2014 Q1	$843K	Sell	8,482 -59	-0.7%	-$5.86K	0.54%	61
2013 Q4	$776K	Sell	8,541 -600	-7%	-$54.5K	0.52%	66
2013 Q3	$762K	Sell	9,141 -20	-0.2%	-$1.67K	0.54%	64
2013 Q2	$756K	Buy	+9,161	New	+$756K	0.51%	62