Barton Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-753
| Closed | -$295K | – | 49 |
|
|
2024
Q3 | $295K | Hold |
753
| – | – | 0.04% | 43 |
|
|
2024
Q2 | $251K | Hold |
753
| – | – | 0.03% | 42 |
|
|
2024
Q1 | $276K | Hold |
753
| – | – | 0.03% | 41 |
|
|
2023
Q4 | $223K | Hold |
753
| – | – | 0.03% | 47 |
|
|
2023
Q3 | $206K | Buy |
+753
| New | +$206K | 0.03% | 45 |
|