Alpha DNA Investment Management’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 |
-2,874
| Closed | -$785K | – | 191 |
|
|
2023
Q3 | $785K | Buy |
+2,874
| New | +$785K | 0.32% | 64 |
|
|
2023
Q1 | – | Sell |
-5,732
| Closed | -$1.37M | – | 151 |
|
|
2022
Q4 | $1.37M | Buy |
+5,732
| New | +$1.37M | 0.49% | 45 |
|
|
2021
Q2 | – | Sell |
-14
| Closed | -$3K | – | 177 |
|
|
2021
Q1 | $3K | Hold |
14
| – | – | ﹤0.01% | 453 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 447 |
|