BAM
Baldrige Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $57K | Hold |
250
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $60K | Hold |
250
| – | – | 0.03% | 167 |
|
|
2022
Q3 | $41K | Hold |
250
| – | – | 0.02% | 174 |
|
|
2022
Q2 | $45K | Hold |
250
| – | – | 0.02% | 173 |
|
|
2022
Q1 | $56K | Hold |
250
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $52K | Hold |
250
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $48K | Sell |
250
-12
| -5% | -$2.3K | 0.02% | 165 |
|
|
2021
Q2 | $57K | Buy |
+262
| New | +$57K | 0.02% | 159 |
|