Ahrens Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $188K | Sell |
821
-548
| -40% | -$125K | 0.09% | 155 |
|
|
2022
Q4 | $328K | Buy |
+1,369
| New | +$328K | 0.15% | 111 |
|
|
2022
Q3 | – | Sell |
-895
| Closed | -$160K | – | 268 |
|
|
2022
Q2 | $160K | Buy |
895
+23
| +3% | +$4.11K | 0.07% | 178 |
|
|
2022
Q1 | $194K | Hold |
872
| – | – | 0.06% | 188 |
|
|
2021
Q4 | $180K | Buy |
+872
| New | +$180K | 0.08% | 200 |
|
|
2019
Q2 | – | Sell |
-1,636
| Closed | -$222K | – | 166 |
|
|
2019
Q1 | $222K | Buy |
+1,636
| New | +$222K | 0.1% | 133 |
|