Arjuna Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,985
| Closed | -$1.07M | – | 94 |
|
|
2022
Q2 | $1.07M | Buy |
+5,985
| New | +$1.07M | 0.52% | 52 |
|
|
2021
Q3 | – | Sell |
-4,246
| Closed | -$924K | – | 110 |
|
|
2021
Q2 | $924K | Buy |
4,246
+85
| +2% | +$18.5K | 0.4% | 73 |
|
|
2021
Q1 | $965K | Buy |
4,161
+135
| +3% | +$31.3K | 0.47% | 63 |
|
|
2020
Q4 | $733K | Buy |
4,026
+149
| +4% | +$27.1K | 0.41% | 70 |
|
|
2020
Q3 | $578K | Buy |
3,877
+33
| +0.9% | +$4.92K | 0.36% | 66 |
|
|
2020
Q2 | $486K | Buy |
3,844
+102
| +3% | +$12.9K | 0.34% | 71 |
|
|
2020
Q1 | $434K | Sell |
3,742
-1
| -0% | -$116 | 0.36% | 63 |
|
|
2019
Q4 | $553K | Buy |
+3,743
| New | +$553K | 0.4% | 70 |
|
|
2018
Q4 | – | Sell |
-3,871
| Closed | -$590K | – | 91 |
|
|
2018
Q3 | $590K | Sell |
3,871
-767
| -17% | -$117K | 0.44% | 67 |
|
|
2018
Q2 | $629K | Buy |
4,638
+8
| +0.2% | +$1.09K | 0.51% | 60 |
|
|
2018
Q1 | $682K | Buy |
4,630
+595
| +15% | +$87.6K | 0.58% | 55 |
|
|
2017
Q4 | $636K | Buy |
+4,035
| New | +$636K | 0.6% | 52 |
|