CFAM
Center For Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
1,497
-1
| -0.1% | -$363 | 0.34% | 65 |
|
|
2025
Q1 | $494K | Buy |
1,498
+1
| +0.1% | +$330 | 0.3% | 72 |
|
|
2024
Q4 | $543K | Buy |
1,497
+1
| +0.1% | +$363 | 0.35% | 62 |
|
|
2024
Q3 | $585K | Buy |
1,496
+1
| +0.1% | +$391 | 0.35% | 66 |
|
|
2024
Q2 | $498K | Hold |
1,495
| – | – | 0.33% | 68 |
|
|
2024
Q1 | $548K | Buy |
1,495
+1
| +0.1% | +$366 | 0.45% | 52 |
|
|
2023
Q4 | $442K | Buy |
1,494
+1
| +0.1% | +$296 | 0.4% | 58 |
|
|
2023
Q3 | $408K | Buy |
1,493
+1
| +0.1% | +$273 | 0.41% | 59 |
|
|
2023
Q2 | $367K | Buy |
1,492
+1
| +0.1% | +$246 | 0.35% | 70 |
|
|
2023
Q1 | $341K | Buy |
1,491
+1
| +0.1% | +$229 | 0.33% | 76 |
|
|
2022
Q4 | $357K | Buy |
1,490
+1
| +0.1% | +$240 | 0.33% | 80 |
|
|
2022
Q3 | $244K | Buy |
1,489
+1
| +0.1% | +$164 | 0.24% | 94 |
|
|
2022
Q2 | $266K | Buy |
1,488
+296
| +25% | +$52.9K | 0.25% | 91 |
|
|
2022
Q1 | $266K | Buy |
1,192
+1
| +0.1% | +$223 | 0.21% | 96 |
|
|
2021
Q4 | $246K | Buy |
1,191
+1
| +0.1% | +$207 | 0.18% | 101 |
|
|
2021
Q3 | $228K | Buy |
1,190
+1
| +0.1% | +$192 | 0.19% | 93 |
|
|
2021
Q2 | $259K | Buy |
1,189
+1
| +0.1% | +$218 | 0.22% | 78 |
|
|
2021
Q1 | $275K | Sell |
1,188
-9
| -0.8% | -$2.08K | 0.26% | 68 |
|
|
2020
Q4 | $218K | Buy |
+1,197
| New | +$218K | 0.22% | 79 |
|