RMAM
Raab & Moskowitz Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
1,746
+10
| +0.6% | +$3.88K | 0.16% | 105 |
|
|
2025
Q1 | $573K | Buy |
1,736
+16
| +0.9% | +$5.28K | 0.14% | 113 |
|
|
2024
Q4 | $624K | Sell |
1,720
-10
| -0.6% | -$3.63K | 0.15% | 108 |
|
|
2024
Q3 | $677K | Sell |
1,730
-15
| -0.9% | -$5.87K | 0.17% | 105 |
|
|
2024
Q2 | $581K | Hold |
1,745
| – | – | 0.16% | 111 |
|
|
2024
Q1 | $640K | Buy |
1,745
+34
| +2% | +$12.5K | 0.18% | 105 |
|
|
2023
Q4 | $506K | Sell |
1,711
-200
| -10% | -$59.1K | 0.16% | 114 |
|
|
2023
Q3 | $522K | Hold |
1,911
| – | – | 0.18% | 105 |
|
|
2023
Q2 | $470K | Buy |
1,911
+89
| +5% | +$21.9K | 0.16% | 115 |
|
|
2023
Q1 | $417K | Buy |
1,822
+96
| +6% | +$22K | 0.15% | 118 |
|
|
2022
Q4 | $413K | Hold |
1,726
| – | – | 0.16% | 122 |
|
|
2022
Q3 | $283K | Sell |
1,726
-45
| -3% | -$7.38K | 0.12% | 133 |
|
|
2022
Q2 | $316K | Buy |
1,771
+2
| +0.1% | +$357 | 0.12% | 131 |
|
|
2022
Q1 | $394K | Buy |
1,769
+95
| +6% | +$21.2K | 0.14% | 129 |
|
|
2021
Q4 | $346K | Buy |
1,674
+574
| +52% | +$119K | 0.11% | 132 |
|
|
2021
Q3 | $211K | Buy |
+1,100
| New | +$211K | 0.08% | 155 |
|
|
2020
Q1 | – | Sell |
-800
| Closed | -$118K | – | 190 |
|
|
2019
Q4 | $118K | Sell |
800
-1,838
| -70% | -$271K | 0.05% | 187 |
|
|
2019
Q3 | $333K | Sell |
2,638
-400
| -13% | -$50.5K | 0.15% | 127 |
|
|
2019
Q2 | $414K | Hold |
3,038
| – | – | 0.18% | 118 |
|
|
2019
Q1 | $411K | Sell |
3,038
-697
| -19% | -$94.3K | 0.19% | 114 |
|
|
2018
Q4 | $474K | Buy |
3,735
+662
| +22% | +$84K | 0.23% | 98 |
|
|
2018
Q3 | $468K | Buy |
3,073
+11
| +0.4% | +$1.68K | 0.19% | 111 |
|
|
2018
Q2 | $415K | Buy |
+3,062
| New | +$415K | 0.2% | 115 |
|
|
2015
Q4 | – | Sell |
-4,323
| Closed | -$282K | – | 125 |
|
|
2015
Q3 | $282K | Buy |
4,323
+237
| +6% | +$15.5K | 0.18% | 102 |
|
|
2015
Q2 | $346K | Sell |
4,086
-1,460
| -26% | -$124K | 0.21% | 99 |
|
|
2015
Q1 | $444K | Sell |
5,546
-1,598
| -22% | -$128K | 0.27% | 89 |
|
|
2014
Q4 | $654K | Sell |
7,144
-15,465
| -68% | -$1.42M | 0.37% | 73 |
|
|
2014
Q3 | $2.24M | Sell |
22,609
-1,244
| -5% | -$123K | 1.09% | 29 |
|
|
2014
Q2 | $2.59M | Buy |
23,853
+11,580
| +94% | +$1.26M | 1.23% | 19 |
|
|
2014
Q1 | $1.22M | Sell |
12,273
-10,190
| -45% | -$1.01M | 0.67% | 50 |
|
|
2013
Q4 | $1.71M | Buy |
+22,463
| New | +$1.71M | 0.98% | 29 |
|