Athena Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Hold |
|
|||||
|
2025
Q1 | $555K | Sell |
|
|||||
|
2024
Q4 | $620K | Sell |
|
|||||
|
2024
Q3 | $722K | Sell |
|
|||||
|
2024
Q2 | $643K | Sell |
|
|||||
|
2024
Q1 | $717K | Sell |
|
|||||
|
2023
Q4 | $651K | Hold |
|
|||||
|
2023
Q3 | $601K | Sell |
|
|||||
|
2023
Q2 | $568K | Sell |
|
|||||
|
2023
Q1 | $534K | Sell |
|
|||||
|
2022
Q4 | $560K | Buy |
|
|||||
|
2022
Q3 | $378K | Buy |
|
|||||
|
2022
Q2 | $400K | Sell |
|
|||||
|
2022
Q1 | $500K | Buy |
|