UAML
US Asset Management LLC’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
2,921
| – | – | 0.98% | 25 |
|
|
2025
Q1 | $963K | Sell |
2,921
-7
| -0.2% | -$2.31K | 0.92% | 27 |
|
|
2024
Q4 | $1.06M | Sell |
2,928
-83
| -3% | -$30.1K | 0.95% | 27 |
|
|
2024
Q3 | $1.17M | Sell |
3,011
-587
| -16% | -$227K | 1.03% | 24 |
|
|
2024
Q2 | $1.2M | Sell |
3,598
-126
| -3% | -$42K | 1.08% | 23 |
|
|
2024
Q1 | $1.37M | Sell |
3,724
-43
| -1% | -$15.8K | 1.23% | 13 |
|
|
2023
Q4 | $1.11M | Buy |
+3,767
| New | +$1.11M | 1.1% | 22 |
|
|
2023
Q2 | $932K | Sell |
3,789
-3
| -0.1% | -$738 | 0.98% | 28 |
|
|
2023
Q1 | $868K | Sell |
3,792
-10
| -0.3% | -$2.29K | 0.89% | 29 |
|
|
2022
Q4 | $911K | Buy |
+3,802
| New | +$911K | 0.98% | 23 |
|
|
2022
Q2 | $680K | Hold |
3,802
| – | – | 0.75% | 35 |
|
|
2022
Q1 | $847K | Hold |
3,802
| – | – | 0.78% | 30 |
|
|
2021
Q4 | $786K | Sell |
3,802
-3
| -0.1% | -$620 | 0.75% | 43 |
|
|
2021
Q3 | $730K | Buy |
+3,805
| New | +$730K | 0.71% | 38 |
|