B. Riley Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21.2K | Buy |
5,524
+1,788
| +48% | +$6.85K | 0.02% | 104 |
|
|
2022
Q1 | $832K | Sell |
3,736
-2,450
| -40% | -$546K | 0.06% | 234 |
|
|
2021
Q4 | $1.28M | Buy |
6,186
+419
| +7% | +$86.6K | 0.09% | 201 |
|
|
2021
Q3 | $1.11M | Buy |
+5,767
| New | +$1.11M | 0.09% | 211 |
|
|
2021
Q2 | – | Sell |
-2,679
| Closed | -$621K | – | 436 |
|
|
2021
Q1 | $621K | Buy |
+2,679
| New | +$621K | 0.07% | 202 |
|
|
2020
Q3 | – | Sell |
-5,717
| Closed | -$723K | – | 427 |
|
|
2020
Q2 | $723K | Sell |
5,717
-11,024
| -66% | -$1.39M | 0.08% | 189 |
|
|
2020
Q1 | $1.94M | Buy |
16,741
+10,732
| +179% | +$1.25M | 0.2% | 112 |
|
|
2019
Q4 | $887K | Buy |
6,009
+1,618
| +37% | +$239K | 0.13% | 155 |
|
|
2019
Q3 | $555K | Buy |
4,391
+1,531
| +54% | +$194K | 0.1% | 192 |
|
|
2019
Q2 | $390 | Sell |
2,860
-5,483
| -66% | -$748 | 0.06% | 242 |
|
|
2019
Q1 | $1.13M | Sell |
8,343
-429
| -5% | -$58.1K | 0.2% | 117 |
|
|
2018
Q4 | $1.12M | Sell |
8,772
-560
| -6% | -$71.2K | 0.23% | 100 |
|
|
2018
Q3 | $1.42M | Buy |
+9,332
| New | +$1.42M | 0.35% | 67 |
|
|
2016
Q1 | $241K | Sell |
3,158
-191
| -6% | -$14.6K | 0.36% | 95 |
|
|
2015
Q4 | $227K | Buy |
3,349
+230
| +7% | +$15.6K | 0.29% | 128 |
|
|
2015
Q3 | $203K | Sell |
3,119
-302
| -9% | -$19.7K | 0.29% | 143 |
|
|
2015
Q2 | $290K | Sell |
3,421
-82
| -2% | -$6.95K | 0.23% | 124 |
|
|
2015
Q1 | $280K | Buy |
3,503
+474
| +16% | +$37.9K | 0.21% | 134 |
|
|
2014
Q4 | $277K | Buy |
3,029
+348
| +13% | +$31.8K | 0.23% | 116 |
|
|
2014
Q3 | $265K | Sell |
2,681
-1,551
| -37% | -$153K | 0.2% | 146 |
|
|
2014
Q2 | $459K | Buy |
4,232
+234
| +6% | +$25.4K | 0.3% | 83 |
|
|
2014
Q1 | $397K | Buy |
+3,998
| New | +$397K | 0.29% | 87 |
|