Athena Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Hold |
1,684
| – | – | 0.37% | 73 |
|
|
2025
Q1 | $555K | Sell |
1,684
-25
| -1% | -$8.25K | 0.34% | 72 |
|
|
2024
Q4 | $620K | Sell |
1,709
-137
| -7% | -$49.7K | 0.36% | 70 |
|
|
2024
Q3 | $722K | Sell |
1,846
-85
| -4% | -$33.2K | 0.41% | 62 |
|
|
2024
Q2 | $643K | Sell |
1,931
-25
| -1% | -$8.33K | 0.39% | 63 |
|
|
2024
Q1 | $717K | Sell |
1,956
-247
| -11% | -$90.5K | 0.43% | 57 |
|
|
2023
Q4 | $651K | Hold |
2,203
| – | – | 0.42% | 57 |
|
|
2023
Q3 | $601K | Sell |
2,203
-105
| -5% | -$28.7K | 0.43% | 58 |
|
|
2023
Q2 | $568K | Sell |
2,308
-25
| -1% | -$6.15K | 0.39% | 63 |
|
|
2023
Q1 | $534K | Sell |
2,333
-6
| -0.3% | -$1.37K | 0.38% | 59 |
|
|
2022
Q4 | $560K | Buy |
2,339
+33
| +1% | +$7.91K | 0.41% | 59 |
|
|
2022
Q3 | $378K | Buy |
2,306
+70
| +3% | +$11.5K | 0.32% | 79 |
|
|
2022
Q2 | $400K | Sell |
2,236
-2
| -0.1% | -$358 | 0.32% | 77 |
|
|
2022
Q1 | $500K | Buy |
+2,238
| New | +$500K | 0.39% | 59 |
|