Investors Asset Management of Georgia’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.61M | Hold |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.77M | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $2.59M | Hold |
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|
2024
Q1 | $2.84M | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.56M | Hold |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $924K | Sell |
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|
2020
Q1 | $856K | Hold |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $938K | Buy |
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|
2019
Q2 | $999K | Hold |
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|
2019
Q1 | $993K | Buy |
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|
2018
Q4 | $920K | Sell |
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|
2018
Q3 | $1.11M | Hold |
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|
2018
Q2 | $989K | Hold |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $957K | Sell |
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|
2017
Q2 | $830K | Hold |
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|
2017
Q1 | $716K | Sell |
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|
2016
Q4 | $795K | Hold |
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|
2016
Q3 | $761K | Sell |
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|
2016
Q2 | $655K | Buy |
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|
2016
Q1 | $650K | Buy |
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|
2015
Q4 | $570K | Buy |
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|
2015
Q3 | $532K | Hold |
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|
2015
Q2 | $690K | Buy |
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|
2015
Q1 | $642K | Sell |
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|
2014
Q4 | $744K | Buy |
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