AAMC
Asset Allocation & Management Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,313
| Closed | -$300K | – | 70 |
|
|
2023
Q1 | $300K | Hold |
1,313
| – | – | 0.12% | 77 |
|
|
2022
Q4 | $315K | Sell |
1,313
-498
| -27% | -$119K | 0.12% | 87 |
|
|
2022
Q3 | $297K | Hold |
1,811
| – | – | 0.12% | 85 |
|
|
2022
Q2 | $324K | Sell |
1,811
-2,716
| -60% | -$486K | 0.14% | 94 |
|
|
2022
Q1 | $1.01M | Hold |
4,527
| – | – | 0.36% | 57 |
|
|
2021
Q4 | $936K | Buy |
+4,527
| New | +$936K | 0.32% | 68 |
|
|
2020
Q2 | – | Sell |
-3,100
| Closed | -$360K | – | 45 |
|
|
2020
Q1 | $360K | Buy |
3,100
+650
| +27% | +$75.5K | 0.18% | 38 |
|
|
2019
Q4 | $362K | Buy |
+2,450
| New | +$362K | 0.14% | 44 |
|