BFG
Barber Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.28M | Buy |
5,595
+14
| +0.3% | +$3.2K | 0.23% | 43 |
|
|
2022
Q4 | $1.34M | Buy |
5,581
+43
| +0.8% | +$10.3K | 0.37% | 40 |
|
|
2022
Q3 | $909K | Buy |
5,538
+5
| +0.1% | +$821 | 0.26% | 49 |
|
|
2022
Q2 | $989K | Buy |
5,533
+32
| +0.6% | +$5.72K | 0.16% | 40 |
|
|
2022
Q1 | $1.23M | Sell |
5,501
-36
| -0.7% | -$8.02K | 0.16% | 43 |
|
|
2021
Q4 | $1.15M | Buy |
5,537
+36
| +0.7% | +$7.44K | 0.14% | 54 |
|
|
2021
Q3 | $1.06M | Hold |
5,501
| – | – | 0.14% | 57 |
|
|
2021
Q2 | $1.2M | Buy |
5,501
+1
| +0% | +$218 | 0.16% | 53 |
|
|
2021
Q1 | $1.28M | Hold |
5,500
| – | – | 0.19% | 52 |
|
|
2020
Q4 | $1M | Sell |
5,500
-102
| -2% | -$18.6K | 0.18% | 57 |
|
|
2020
Q3 | $836K | Buy |
5,602
+38
| +0.7% | +$5.67K | 0.18% | 57 |
|
|
2020
Q2 | $704K | Hold |
5,564
| – | – | 0.17% | 58 |
|
|
2020
Q1 | $646K | Sell |
5,564
-15
| -0.3% | -$1.74K | 0.2% | 54 |
|
|
2019
Q4 | $824K | Hold |
5,579
| – | – | 0.17% | 69 |
|
|
2019
Q3 | $705K | Sell |
5,579
-398
| -7% | -$50.3K | 0.15% | 73 |
|
|
2019
Q2 | $815K | Sell |
5,977
-17
| -0.3% | -$2.32K | 0.19% | 65 |
|
|
2019
Q1 | $812K | Sell |
5,994
-150
| -2% | -$20.3K | 0.16% | 63 |
|
|
2018
Q4 | $781K | Buy |
6,144
+138
| +2% | +$17.5K | 0.17% | 66 |
|
|
2018
Q3 | $916K | Sell |
6,006
-592
| -9% | -$90.3K | 0.22% | 59 |
|
|
2018
Q2 | $895K | Sell |
6,598
-38
| -0.6% | -$5.16K | 0.26% | 58 |
|
|
2018
Q1 | $978K | Hold |
6,636
| – | – | 0.26% | 56 |
|
|
2017
Q4 | $1.05M | Buy |
6,636
+220
| +3% | +$34.7K | 0.27% | 57 |
|
|
2017
Q3 | $800K | Sell |
6,416
-236
| -4% | -$29.4K | 0.23% | 51 |
|
|
2017
Q2 | $715K | Buy |
6,652
+2
| +0% | +$215 | 0.23% | 41 |
|
|
2017
Q1 | $617K | Sell |
6,650
-19
| -0.3% | -$1.76K | 0.21% | 42 |
|
|
2016
Q4 | $618K | Buy |
+6,669
| New | +$618K | 0.22% | 40 |
|