ADE LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-606
| Closed | -$116K | – | 106 |
|
|
2021
Q3 | $116K | Sell |
606
-50
| -8% | -$9.57K | 0.11% | 87 |
|
|
2021
Q2 | $143K | Buy |
656
+50
| +8% | +$10.9K | 0.13% | 86 |
|
|
2021
Q1 | $141K | Hold |
606
| – | – | 0.14% | 85 |
|
|
2020
Q4 | $110K | Buy |
+606
| New | +$110K | 0.09% | 119 |
|