Antonetti Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.7K | Buy |
116
+1
| +0.9% | +$273 | 0.05% | 128 |
|
|
2023
Q2 | $28.3K | Hold |
115
| – | – | 0.04% | 137 |
|
|
2023
Q1 | $26.3K | Hold |
115
| – | – | 0.04% | 149 |
|
|
2022
Q4 | $27.5K | Hold |
115
| – | – | 0.04% | 142 |
|
|
2022
Q3 | $19K | Hold |
115
| – | – | 0.02% | 169 |
|
|
2022
Q2 | $21K | Hold |
115
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $26K | Sell |
115
-75
| -39% | -$17K | 0.02% | 181 |
|
|
2021
Q4 | $39K | Hold |
190
| – | – | 0.03% | 182 |
|
|
2021
Q3 | $36K | Buy |
+190
| New | +$36K | 0.03% | 183 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 101 |
|
|
2014
Q2 | $1K | Sell |
10
-25
| -71% | -$2.5K | ﹤0.01% | 201 |
|
|
2014
Q1 | $3K | Sell |
35
-770
| -96% | -$66K | ﹤0.01% | 197 |
|
|
2013
Q4 | $73K | Sell |
805
-955
| -54% | -$86.6K | 0.07% | 101 |
|
|
2013
Q3 | $147K | Hold |
1,760
| – | – | 0.15% | 94 |
|
|
2013
Q2 | $145K | Buy |
+1,760
| New | +$145K | 0.16% | 89 |
|