Beam Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-919
| Closed | -$337K | – | 107 |
|
|
2024
Q1 | $337K | Buy |
919
+90
| +11% | +$33K | 0.2% | 80 |
|
|
2023
Q4 | $245K | Sell |
829
-6
| -0.7% | -$1.77K | 0.16% | 86 |
|
|
2023
Q3 | $228K | Sell |
835
-1
| -0.1% | -$273 | 0.16% | 89 |
|
|
2023
Q2 | $206K | Buy |
+836
| New | +$206K | 0.14% | 99 |
|