AIM
Avity Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
1,400
-25
| -2% | -$9.71K | 0.04% | 78 |
|
|
2025
Q1 | $470K | Buy |
1,425
+300
| +27% | +$98.9K | 0.04% | 76 |
|
|
2024
Q4 | $408K | Sell |
1,125
-50
| -4% | -$18.1K | 0.03% | 82 |
|
|
2024
Q3 | $460K | Hold |
1,175
| – | – | 0.04% | 76 |
|
|
2024
Q2 | $391K | Sell |
1,175
-100
| -8% | -$33.3K | 0.03% | 82 |
|
|
2024
Q1 | $467K | Sell |
1,275
-25
| -2% | -$9.16K | 0.04% | 74 |
|
|
2023
Q4 | $384K | Hold |
1,300
| – | – | 0.03% | 81 |
|
|
2023
Q3 | $355K | Sell |
1,300
-100
| -7% | -$27.3K | 0.04% | 67 |
|
|
2023
Q2 | $344K | Sell |
1,400
-300
| -18% | -$73.8K | 0.03% | 70 |
|
|
2023
Q1 | $389K | Sell |
1,700
-15
| -0.9% | -$3.43K | 0.04% | 67 |
|
|
2022
Q4 | $411K | Sell |
1,715
-342
| -17% | -$82K | 0.04% | 64 |
|
|
2022
Q3 | $338K | Sell |
2,057
-25
| -1% | -$4.11K | 0.04% | 61 |
|
|
2022
Q2 | $372K | Hold |
2,082
| – | – | 0.04% | 63 |
|
|
2022
Q1 | $464K | Sell |
2,082
-133
| -6% | -$29.6K | 0.04% | 64 |
|
|
2021
Q4 | $458K | Buy |
2,215
+100
| +5% | +$20.7K | 0.04% | 61 |
|
|
2021
Q3 | $406K | Buy |
2,115
+183
| +9% | +$35.1K | 0.03% | 64 |
|
|
2021
Q2 | $420K | Buy |
1,932
+200
| +12% | +$43.5K | 0.04% | 63 |
|
|
2021
Q1 | $402K | Hold |
1,732
| – | – | 0.04% | 62 |
|
|
2020
Q4 | $315K | Buy |
+1,732
| New | +$315K | 0.03% | 65 |
|