KAM
KEB Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
1,179
| – | – | 0.11% | 56 |
|
|
2025
Q1 | $389K | Hold |
1,179
| – | – | 0.11% | 55 |
|
|
2024
Q4 | $428K | Hold |
1,179
| – | – | 0.12% | 48 |
|
|
2024
Q3 | $461K | Hold |
1,179
| – | – | 0.14% | 46 |
|
|
2024
Q2 | $393K | Hold |
1,179
| – | – | 0.13% | 49 |
|
|
2024
Q1 | $432K | Hold |
1,179
| – | – | 0.15% | 42 |
|
|
2023
Q4 | $349K | Hold |
1,179
| – | – | 0.13% | 45 |
|
|
2023
Q3 | $322K | Hold |
1,179
| – | – | 0.13% | 42 |
|
|
2023
Q2 | $290K | Sell |
1,179
-54
| -4% | -$13.3K | 0.12% | 45 |
|
|
2023
Q1 | $282K | Buy |
1,233
+100
| +9% | +$22.9K | 0.12% | 47 |
|
|
2022
Q4 | $271K | Buy |
+1,133
| New | +$271K | 0.14% | 46 |
|
|
2022
Q2 | – | Sell |
-1,079
| Closed | -$240K | – | 54 |
|
|
2022
Q1 | $240K | Sell |
1,079
-2,000
| -65% | -$445K | 0.16% | 40 |
|
|
2021
Q4 | $637K | Buy |
+3,079
| New | +$637K | 0.41% | 22 |
|