American Portfolios Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.28M | Sell |
7,821
-262
| -3% | -$43K | 0.05% | 346 |
|
|
2022
Q2 | $1.44M | Sell |
8,083
-279
| -3% | -$49.9K | 0.06% | 317 |
|
|
2022
Q1 | $1.86M | Buy |
8,362
+833
| +11% | +$186K | 0.06% | 299 |
|
|
2021
Q4 | $1.56M | Sell |
7,529
-2,421
| -24% | -$501K | 0.05% | 344 |
|
|
2021
Q3 | $1.91M | Sell |
9,950
-1,396
| -12% | -$268K | 0.07% | 280 |
|
|
2021
Q2 | $2.47M | Sell |
11,346
-1,225
| -10% | -$267K | 0.1% | 214 |
|
|
2021
Q1 | $2.91M | Buy |
12,571
+4,731
| +60% | +$1.1M | 0.13% | 152 |
|
|
2020
Q4 | $1.43M | Buy |
7,840
+339
| +5% | +$61.7K | 0.07% | 261 |
|
|
2020
Q3 | $1.12M | Buy |
7,501
+4,123
| +122% | +$615K | 0.06% | 268 |
|
|
2020
Q2 | $427K | Sell |
3,378
-794
| -19% | -$100K | 0.03% | 484 |
|
|
2020
Q1 | $484K | Sell |
4,172
-1,923
| -32% | -$223K | 0.04% | 375 |
|
|
2019
Q4 | $900K | Buy |
6,095
+136
| +2% | +$20.1K | 0.06% | 288 |
|
|
2019
Q3 | $753K | Buy |
5,959
+101
| +2% | +$12.8K | 0.06% | 302 |
|
|
2019
Q2 | $798K | Sell |
5,858
-5,283
| -47% | -$720K | 0.07% | 280 |
|
|
2019
Q1 | $1.51M | Buy |
11,141
+1,965
| +21% | +$266K | 0.14% | 154 |
|
|
2018
Q4 | $1.17M | Sell |
9,176
-378
| -4% | -$48K | 0.14% | 149 |
|
|
2018
Q3 | $1.46M | Buy |
9,554
+603
| +7% | +$92K | 0.17% | 123 |
|
|
2018
Q2 | $1.21M | Buy |
8,951
+5,595
| +167% | +$759K | 0.17% | 123 |
|
|
2018
Q1 | $495K | Buy |
3,356
+156
| +5% | +$23K | 0.07% | 263 |
|
|
2017
Q4 | $504K | Buy |
+3,200
| New | +$504K | 0.08% | 250 |
|