Aspiriant LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.18M | Sell |
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|
2025
Q2 | $975K | Sell |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $895K | Sell |
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|
2024
Q3 | $986K | Sell |
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|
2024
Q2 | $873K | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $798K | Buy |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $673K | Buy |
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|
2022
Q3 | $443K | Buy |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $333K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $231K | Buy |
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