Aspiriant LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $975K | Sell |
2,511
-34
| -1% | -$13.2K | 0.03% | 149 |
|
|
2025
Q1 | $840K | Buy |
2,545
+77
| +3% | +$25.4K | 0.03% | 151 |
|
|
2024
Q4 | $895K | Sell |
2,468
-52
| -2% | -$18.9K | 0.03% | 149 |
|
|
2024
Q3 | $986K | Sell |
2,520
-100
| -4% | -$39.1K | 0.04% | 148 |
|
|
2024
Q2 | $873K | Sell |
2,620
-269
| -9% | -$89.6K | 0.04% | 149 |
|
|
2024
Q1 | $1.06M | Sell |
2,889
-41
| -1% | -$15K | 0.04% | 143 |
|
|
2023
Q4 | $867K | Buy |
2,930
+8
| +0.3% | +$2.37K | 0.04% | 152 |
|
|
2023
Q3 | $798K | Buy |
2,922
+126
| +5% | +$34.4K | 0.04% | 153 |
|
|
2023
Q2 | $688K | Buy |
2,796
+6
| +0.2% | +$1.48K | 0.03% | 164 |
|
|
2023
Q1 | $639K | Sell |
2,790
-18
| -0.6% | -$4.12K | 0.03% | 163 |
|
|
2022
Q4 | $673K | Buy |
2,808
+106
| +4% | +$25.4K | 0.03% | 155 |
|
|
2022
Q3 | $443K | Buy |
2,702
+31
| +1% | +$5.08K | 0.02% | 178 |
|
|
2022
Q2 | $478K | Sell |
2,671
-102
| -4% | -$18.3K | 0.02% | 169 |
|
|
2022
Q1 | $619K | Buy |
2,773
+83
| +3% | +$18.5K | 0.03% | 157 |
|
|
2021
Q4 | $555K | Buy |
2,690
+264
| +11% | +$54.5K | 0.03% | 170 |
|
|
2021
Q3 | $465K | Buy |
2,426
+4
| +0.2% | +$767 | 0.03% | 164 |
|
|
2021
Q2 | $528K | Buy |
2,422
+12
| +0.5% | +$2.62K | 0.03% | 152 |
|
|
2021
Q1 | $559K | Sell |
2,410
-17
| -0.7% | -$3.94K | 0.04% | 140 |
|
|
2020
Q4 | $440K | Buy |
2,427
+24
| +1% | +$4.35K | 0.03% | 153 |
|
|
2020
Q3 | $358K | Sell |
2,403
-222
| -8% | -$33.1K | 0.03% | 174 |
|
|
2020
Q2 | $333K | Buy |
+2,625
| New | +$333K | 0.03% | 152 |
|
|
2018
Q2 | – | Sell |
-1,569
| Closed | -$231K | – | 248 |
|
|
2018
Q1 | $231K | Buy |
+1,569
| New | +$231K | 0.02% | 221 |
|