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Antonetti Capital Management’s Caterpillar CAT Stock Holding History

Antonetti Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$31.7K Buy
116
+1
+0.9% +$271 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% -$15.7K 0.02% 181
2021
Q4 		$39K Hold
190
– – 0.03% 182
2021
Q3 		$36K Buy
+190
New +$39.6K 0.03% 183
2014
Q3 		$1K Hold
10
– – ﹤0.01% 101
2014
Q2 		$1K Sell
10
-25
-71% -$2.62K ﹤0.01% 201
2014
Q1 		$3K Sell
35
-770
-96% -$72.6K ﹤0.01% 197
2013
Q4 		$73K Sell
805
-955
-54% -$81.5K 0.07% 101
2013
Q3 		$147K Hold
1,760
– – 0.15% 94
2013
Q2 		$145K Buy
+1,760
New +$150K 0.16% 89

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