AGAM
Audent Global Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
2,735
-12
| -0.4% | -$4.66K | 0.76% | 34 |
|
|
2025
Q1 | $906K | Buy |
2,747
+1,261
| +85% | +$416K | 0.75% | 37 |
|
|
2024
Q4 | $539K | Buy |
+1,486
| New | +$539K | 0.35% | 44 |
|
|
2024
Q3 | – | Sell |
-1,647
| Closed | -$549K | – | 44 |
|
|
2024
Q2 | $549K | Sell |
1,647
-148
| -8% | -$49.3K | 0.57% | 41 |
|
|
2024
Q1 | $658K | Buy |
1,795
+2
| +0.1% | +$733 | 0.67% | 40 |
|
|
2023
Q4 | $530K | Buy |
1,793
+175
| +11% | +$51.8K | 0.63% | 41 |
|
|
2023
Q3 | $442K | Sell |
1,618
-26
| -2% | -$7.1K | 0.32% | 45 |
|
|
2023
Q2 | $405K | Buy |
+1,644
| New | +$405K | 0.34% | 43 |
|