Baron Financial Group’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 |
-350
| Closed | -$62.6K | – | 73 |
|
|
2022
Q2 | $62.6K | Hold |
350
| – | – | 0.04% | 76 |
|
|
2022
Q1 | $78K | Hold |
350
| – | – | 0.05% | 73 |
|
|
2021
Q4 | $72.4K | Hold |
350
| – | – | 0.04% | 79 |
|
|
2021
Q3 | $67.2K | Hold |
350
| – | – | 0.04% | 78 |
|
|
2021
Q2 | $76.2K | Sell |
350
-50
| -13% | -$10.9K | 0.05% | 75 |
|
|
2021
Q1 | $92.7K | Buy |
400
+50
| +14% | +$11.6K | 0.06% | 72 |
|
|
2020
Q4 | $63.7K | Hold |
350
| – | – | 0.05% | 80 |
|
|
2020
Q3 | $52.2K | Buy |
+350
| New | +$52.2K | 0.05% | 82 |
|