IAIM
International Assets Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
6,515
+130
| +2% | +$50.5K | 0.2% | 90 |
|
|
2025
Q1 | $2.11M | Buy |
6,385
+944
| +17% | +$311K | 0.18% | 100 |
|
|
2024
Q4 | $1.96M | Sell |
5,441
-2,131,226
| -100% | -$767M | 0.16% | 115 |
|
|
2024
Q3 | $5.46K | Buy |
2,136,667
+2,131,276
| +39,534% | +$5.45K | 0.02% | 554 |
|
|
2024
Q2 | $1.8M | Buy |
5,391
+211
| +4% | +$70.3K | 0.17% | 114 |
|
|
2024
Q1 | $1.88M | Buy |
5,180
+127
| +3% | +$46.2K | 0.2% | 104 |
|
|
2023
Q4 | $1.49M | Sell |
5,053
-152
| -3% | -$44.9K | 0.19% | 112 |
|
|
2023
Q3 | $1.42M | Buy |
5,205
+24
| +0.5% | +$6.55K | 0.19% | 107 |
|
|
2023
Q2 | $1.27M | Buy |
5,181
+444
| +9% | +$109K | 0.17% | 119 |
|
|
2023
Q1 | $1.08M | Sell |
4,737
-8,408
| -64% | -$1.92M | 0.16% | 130 |
|
|
2022
Q4 | $3.15M | Buy |
13,145
+9,839
| +298% | +$2.36M | 0.33% | 58 |
|
|
2022
Q3 | $542K | Buy |
3,306
+524
| +19% | +$85.9K | 0.12% | 183 |
|
|
2022
Q2 | $497 | Sell |
2,782
-103
| -4% | -$18 | 0.04% | 209 |
|
|
2022
Q1 | $643K | Sell |
2,885
-327
| -10% | -$72.9K | 0.12% | 184 |
|
|
2021
Q4 | $664K | Sell |
3,212
-59
| -2% | -$12.2K | 0.12% | 192 |
|
|
2021
Q3 | $628K | Buy |
3,271
+1,094
| +50% | +$210K | 0.11% | 203 |
|
|
2021
Q2 | $474K | Sell |
2,177
-15,082
| -87% | -$3.28M | 0.09% | 244 |
|
|
2021
Q1 | $1.45M | Buy |
17,259
+7,448
| +76% | +$627K | 0.13% | 155 |
|
|
2020
Q4 | $881K | Buy |
9,811
+3,029
| +45% | +$272K | 0.16% | 124 |
|
|
2020
Q3 | $271K | Sell |
6,782
-95
| -1% | -$3.8K | 0.07% | 261 |
|
|
2020
Q2 | $243K | Sell |
6,877
-406
| -6% | -$14.3K | 0.06% | 271 |
|
|
2020
Q1 | $270K | Buy |
+7,283
| New | +$270K | 0.08% | 221 |
|