Advisory Research’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,935
| Closed | -$528K | – | 356 |
|
|
2023
Q3 | $528K | Buy |
1,935
+179
| +10% | +$48.9K | 0.07% | 270 |
|
|
2023
Q2 | $432K | Buy |
+1,756
| New | +$432K | 0.06% | 309 |
|
|
2014
Q3 | – | Sell |
-660
| Closed | -$72K | – | 324 |
|
|
2014
Q2 | $72K | Sell |
660
-50
| -7% | -$5.46K | ﹤0.01% | 312 |
|
|
2014
Q1 | $71K | Buy |
+710
| New | +$71K | ﹤0.01% | 445 |
|