Ardsley Advisory Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,200
| Closed | -$267K | – | 94 |
|
|
2022
Q1 | $267K | Buy |
+1,200
| New | +$267K | 0.04% | 89 |
|
|
2018
Q3 | – | Sell |
-40,000
| Closed | -$5.43M | – | 143 |
|
|
2018
Q2 | $5.43M | Buy |
+40,000
| New | +$5.43M | 0.82% | 43 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 134 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 131 |
|