55I LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $763K | Buy |
4,649
+2,437
| +110% | +$400K | 0.02% | 302 |
|
|
2022
Q2 | $395K | Sell |
2,212
-604
| -21% | -$108K | 0.01% | 391 |
|
|
2022
Q1 | $628K | Sell |
2,816
-112
| -4% | -$25K | 0.01% | 322 |
|
|
2021
Q4 | $605K | Buy |
2,928
+182
| +7% | +$37.6K | 0.02% | 310 |
|
|
2021
Q3 | $527K | Buy |
2,746
+308
| +13% | +$59.1K | 0.02% | 312 |
|
|
2021
Q2 | $531K | Buy |
2,438
+1,074
| +79% | +$234K | 0.02% | 254 |
|
|
2021
Q1 | $316K | Buy |
1,364
+80
| +6% | +$18.5K | 0.02% | 253 |
|
|
2020
Q4 | $234K | Buy |
+1,284
| New | +$234K | 0.02% | 227 |
|