Annapolis Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.9K | Hold |
74
| – | – | 0.01% | 198 |
|
|
2024
Q2 | $24.7K | Hold |
74
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $27.1K | Hold |
74
| – | – | 0.01% | 196 |
|
|
2023
Q4 | $21.9K | Hold |
74
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $20.2K | Hold |
74
| – | – | 0.01% | 265 |
|
|
2023
Q2 | $18.2K | Hold |
74
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $16.9K | Hold |
74
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $17.7K | Sell |
74
-20
| -21% | -$4.79K | 0.01% | 257 |
|
|
2022
Q3 | $15K | Buy |
94
+20
| +27% | +$3.19K | 0.01% | 286 |
|
|
2022
Q2 | $13K | Hold |
74
| – | – | ﹤0.01% | 271 |
|
|
2022
Q1 | $16K | Sell |
74
-60
| -45% | -$13K | 0.01% | 272 |
|
|
2021
Q4 | $28K | Sell |
134
-49
| -27% | -$10.2K | 0.01% | 236 |
|
|
2021
Q3 | $35K | Buy |
183
+74
| +68% | +$14.2K | 0.01% | 198 |
|
|
2021
Q2 | $24K | Buy |
109
+75
| +221% | +$16.5K | 0.01% | 210 |
|
|
2021
Q1 | $8K | Hold |
34
| – | – | ﹤0.01% | 270 |
|
|
2020
Q4 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 285 |
|