6 Meridian’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.95M | Sell |
9,437
-66
| -0.7% | -$13.6K | 0.14% | 90 |
|
|
2021
Q3 | $1.82M | Buy |
+9,503
| New | +$1.82M | 0.14% | 95 |
|
|
2020
Q3 | – | Sell |
-48,031
| Closed | -$6.08M | – | 287 |
|
|
2020
Q2 | $6.08M | Sell |
48,031
-84,783
| -64% | -$10.7M | 0.64% | 19 |
|
|
2020
Q1 | $15.4M | Buy |
132,814
+64,916
| +96% | +$7.53M | 1.62% | 10 |
|
|
2019
Q4 | $10M | Buy |
67,898
+230
| +0.3% | +$34K | 0.88% | 29 |
|
|
2019
Q3 | $8.55M | Buy |
+67,668
| New | +$8.55M | 0.84% | 31 |
|
|
2018
Q3 | – | Sell |
-41,667
| Closed | -$5.65M | – | 438 |
|
|
2018
Q2 | $5.65M | Buy |
41,667
+1,641
| +4% | +$223K | 0.6% | 58 |
|
|
2018
Q1 | $5.9M | Sell |
40,026
-10,419
| -21% | -$1.54M | 0.66% | 54 |
|
|
2017
Q4 | $7.95M | Buy |
+50,445
| New | +$7.95M | 0.92% | 32 |
|