Investors Asset Management of Georgia’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
7,566
+6
| +0.1% | +$2.33K | 1.36% | 14 |
|
|
2025
Q1 | $2.49M | Sell |
7,560
-75
| -1% | -$24.7K | 1.26% | 17 |
|
|
2024
Q4 | $2.77M | Sell |
7,635
-125
| -2% | -$45.3K | 1.35% | 15 |
|
|
2024
Q3 | $3.04M | Sell |
7,760
-2
| -0% | -$782 | 1.43% | 15 |
|
|
2024
Q2 | $2.59M | Hold |
7,762
| – | – | 1.26% | 16 |
|
|
2024
Q1 | $2.84M | Sell |
7,762
-731
| -9% | -$268K | 1.34% | 17 |
|
|
2023
Q4 | $2.5M | Buy |
8,493
+675
| +9% | +$199K | 1.27% | 16 |
|
|
2023
Q3 | $2.12M | Sell |
7,818
-100
| -1% | -$27.2K | 1.17% | 19 |
|
|
2023
Q2 | $1.95M | Sell |
7,918
-50
| -0.6% | -$12.3K | 1% | 20 |
|
|
2023
Q1 | $1.82M | Sell |
7,968
-50
| -0.6% | -$11.4K | 0.97% | 25 |
|
|
2022
Q4 | $1.92M | Buy |
8,018
+23
| +0.3% | +$5.51K | 1% | 23 |
|
|
2022
Q3 | $1.31M | Buy |
7,995
+860
| +12% | +$141K | 0.68% | 38 |
|
|
2022
Q2 | $1.28M | Buy |
7,135
+125
| +2% | +$22.3K | 0.66% | 36 |
|
|
2022
Q1 | $1.56M | Hold |
7,010
| – | – | 0.79% | 32 |
|
|
2021
Q4 | $1.45M | Buy |
7,010
+25
| +0.4% | +$5.17K | 0.69% | 38 |
|
|
2021
Q3 | $1.34M | Hold |
6,985
| – | – | 0.7% | 35 |
|
|
2021
Q2 | $1.52M | Sell |
6,985
-100
| -1% | -$21.8K | 0.82% | 30 |
|
|
2021
Q1 | $1.64M | Sell |
7,085
-28
| -0.4% | -$6.49K | 0.95% | 25 |
|
|
2020
Q4 | $1.3M | Sell |
7,113
-130
| -2% | -$23.7K | 0.87% | 28 |
|
|
2020
Q3 | $1.08M | Sell |
7,243
-60
| -0.8% | -$8.95K | 0.72% | 34 |
|
|
2020
Q2 | $924K | Sell |
7,303
-75
| -1% | -$9.49K | 0.64% | 36 |
|
|
2020
Q1 | $856K | Hold |
7,378
| – | – | 0.7% | 34 |
|
|
2019
Q4 | $1.09M | Sell |
7,378
-50
| -0.7% | -$7.39K | 0.66% | 34 |
|
|
2019
Q3 | $938K | Buy |
7,428
+100
| +1% | +$12.6K | 0.6% | 35 |
|
|
2019
Q2 | $999K | Hold |
7,328
| – | – | 0.67% | 34 |
|
|
2019
Q1 | $993K | Buy |
7,328
+90
| +1% | +$12.2K | 0.69% | 35 |
|
|
2018
Q4 | $920K | Sell |
7,238
-50
| -0.7% | -$6.36K | 0.75% | 32 |
|
|
2018
Q3 | $1.11M | Hold |
7,288
| – | – | 0.77% | 32 |
|
|
2018
Q2 | $989K | Hold |
7,288
| – | – | 0.72% | 38 |
|
|
2018
Q1 | $1.07M | Sell |
7,288
-16
| -0.2% | -$2.36K | 0.79% | 29 |
|
|
2017
Q4 | $1.15M | Sell |
7,304
-366
| -5% | -$57.7K | 0.82% | 30 |
|
|
2017
Q3 | $957K | Sell |
7,670
-50
| -0.6% | -$6.24K | 0.7% | 37 |
|
|
2017
Q2 | $830K | Hold |
7,720
| – | – | 0.57% | 39 |
|
|
2017
Q1 | $716K | Sell |
7,720
-850
| -10% | -$78.8K | 0.5% | 48 |
|
|
2016
Q4 | $795K | Hold |
8,570
| – | – | 0.59% | 40 |
|
|
2016
Q3 | $761K | Sell |
8,570
-67
| -0.8% | -$5.95K | 0.58% | 38 |
|
|
2016
Q2 | $655K | Buy |
8,637
+150
| +2% | +$11.4K | 0.51% | 42 |
|
|
2016
Q1 | $650K | Buy |
8,487
+100
| +1% | +$7.66K | 0.54% | 41 |
|
|
2015
Q4 | $570K | Buy |
8,387
+250
| +3% | +$17K | 0.48% | 48 |
|
|
2015
Q3 | $532K | Hold |
8,137
| – | – | 0.48% | 51 |
|
|
2015
Q2 | $690K | Buy |
8,137
+110
| +1% | +$9.33K | 0.59% | 42 |
|
|
2015
Q1 | $642K | Sell |
8,027
-100
| -1% | -$8K | 0.53% | 48 |
|
|
2014
Q4 | $744K | Buy |
+8,127
| New | +$744K | 0.64% | 39 |
|