Ameritas Investment Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $3.56M | Buy |
18,518
+8,074
| +77% | +$1.55M | 0.16% | 108 |
|
2021
Q2 | $4.01M | Buy |
10,444
+3,096
| +42% | +$1.19M | 0.19% | 81 |
|
2021
Q1 | $1.7M | Sell |
7,348
-9,549
| -57% | -$2.21M | 0.15% | 142 |
|
2020
Q4 | $3.07M | Buy |
16,897
+4,201
| +33% | +$764K | 0.6% | 33 |
|
2020
Q3 | $1.61M | Hold |
12,696
| – | – | 0.5% | 43 |
|
2020
Q2 | $1.61M | Sell |
12,696
-3,713
| -23% | -$470K | 0.46% | 45 |
|
2020
Q1 | $1.9M | Buy |
16,409
+2,646
| +19% | +$306K | 0.3% | 59 |
|
2019
Q4 | $2.03M | Sell |
13,763
-489
| -3% | -$72.2K | 0.43% | 46 |
|
2019
Q3 | $1.84M | Buy |
14,252
+10,500
| +280% | +$1.36M | 0.37% | 50 |
|
2019
Q2 | $511K | Sell |
3,752
-4,771
| -56% | -$650K | 0.24% | 91 |
|
2019
Q1 | $1.16M | Buy |
+8,523
| New | +$1.16M | 0.21% | 92 |
|