Altium Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.86M | Buy |
10,389
+1,461
| +16% | +$261K | 0.13% | 89 |
|
|
2022
Q1 | $1.99M | Buy |
8,928
+1,307
| +17% | +$291K | 0.13% | 91 |
|
|
2021
Q4 | $1.58M | Buy |
7,621
+307
| +4% | +$63.5K | 0.1% | 106 |
|
|
2021
Q3 | $1.4M | Buy |
7,314
+570
| +8% | +$109K | 0.1% | 103 |
|
|
2021
Q2 | $1.47M | Buy |
6,744
+304
| +5% | +$66.2K | 0.11% | 97 |
|
|
2021
Q1 | $1.49M | Buy |
6,440
+352
| +6% | +$81.6K | 0.12% | 95 |
|
|
2020
Q4 | $1.11M | Buy |
6,088
+814
| +15% | +$148K | 0.1% | 102 |
|
|
2020
Q3 | $787K | Buy |
5,274
+131
| +3% | +$19.5K | 0.08% | 113 |
|
|
2020
Q2 | $651K | Sell |
5,143
-802
| -13% | -$102K | 0.07% | 124 |
|
|
2020
Q1 | $690K | Buy |
5,945
+1,794
| +43% | +$208K | 0.09% | 107 |
|
|
2019
Q4 | $613K | Buy |
4,151
+524
| +14% | +$77.4K | 0.07% | 150 |
|
|
2019
Q3 | $458K | Sell |
3,627
-138
| -4% | -$17.4K | 0.06% | 169 |
|
|
2019
Q2 | $513K | Sell |
3,765
-134
| -3% | -$18.3K | 0.07% | 159 |
|
|
2019
Q1 | $528K | Sell |
3,899
-24
| -0.6% | -$3.25K | 0.08% | 152 |
|
|
2018
Q4 | $499K | Buy |
3,923
+1,310
| +50% | +$167K | 0.1% | 145 |
|
|
2018
Q3 | $398K | Buy |
2,613
+77
| +3% | +$11.7K | 0.08% | 181 |
|
|
2018
Q2 | $344K | Buy |
2,536
+260
| +11% | +$35.3K | 0.09% | 160 |
|
|
2018
Q1 | $335K | Buy |
2,276
+302
| +15% | +$44.5K | 0.13% | 112 |
|
|
2017
Q4 | $311K | Buy |
+1,974
| New | +$311K | 0.14% | 116 |
|