Acorn Financial Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,296
| Closed | -$382K | – | 214 |
|
|
2023
Q4 | $382K | Buy |
1,296
+2
| +0.2% | +$590 | 0.07% | 173 |
|
|
2023
Q3 | $353K | Buy |
1,294
+1
| +0.1% | +$273 | 0.06% | 175 |
|
|
2023
Q2 | $318K | Buy |
1,293
+99
| +8% | +$24.4K | 0.06% | 189 |
|
|
2023
Q1 | $273K | Sell |
1,194
-5
| -0.4% | -$1.14K | 0.05% | 184 |
|
|
2022
Q4 | $287K | Buy |
+1,199
| New | +$287K | 0.06% | 174 |
|
|
2022
Q3 | – | Sell |
-1,193
| Closed | -$214K | – | 214 |
|
|
2022
Q2 | $214K | Hold |
1,193
| – | – | 0.05% | 200 |
|
|
2022
Q1 | $266K | Buy |
1,193
+54
| +5% | +$12K | 0.05% | 195 |
|
|
2021
Q4 | $235K | Hold |
1,139
| – | – | 0.05% | 200 |
|
|
2021
Q3 | $219K | Sell |
1,139
-108
| -9% | -$20.8K | 0.07% | 204 |
|
|
2021
Q2 | $271K | Sell |
1,247
-14
| -1% | -$3.04K | 0.08% | 205 |
|
|
2021
Q1 | $292K | Buy |
1,261
+1
| +0.1% | +$232 | 0.11% | 170 |
|
|
2020
Q4 | $229K | Buy |
+1,260
| New | +$229K | 0.09% | 201 |
|