BCM
Barometer Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,961
| Closed | -$6.43M | – | 115 |
|
|
2022
Q4 | $6.43M | Buy |
+26,961
| New | +$6.43M | 1.9% | 18 |
|
|
2021
Q2 | – | Sell |
-27,600
| Closed | -$6.37M | – | 135 |
|
|
2021
Q1 | $6.37M | Sell |
27,600
-3,800
| -12% | -$877K | 1.06% | 34 |
|
|
2020
Q4 | $5.69M | Buy |
+31,400
| New | +$5.69M | 1.07% | 33 |
|
|
2018
Q1 | – | Sell |
-168,633
| Closed | -$26.6M | – | 141 |
|
|
2017
Q4 | $26.6M | Buy |
168,633
+22,333
| +15% | +$3.52M | 2.4% | 4 |
|
|
2017
Q3 | $18.2M | Buy |
+146,300
| New | +$18.2M | 1.77% | 14 |
|
|
2017
Q1 | – | Sell |
-152,100
| Closed | -$14.1M | – | 148 |
|
|
2016
Q4 | $14.1M | Buy |
+152,100
| New | +$14.1M | 1.58% | 26 |
|
|
2014
Q2 | – | Sell |
-52,000
| Closed | -$5.17M | – | 101 |
|
|
2014
Q1 | $5.17M | Buy |
+52,000
| New | +$5.17M | 1.12% | 19 |
|