Beck Bode LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,474
| Closed | -$3.68M | – | 127 |
|
|
2023
Q3 | $3.68M | Buy |
13,474
+612
| +5% | +$167K | 0.94% | 39 |
|
|
2023
Q2 | $3.16M | Buy |
12,862
+2,799
| +28% | +$688K | 0.77% | 45 |
|
|
2023
Q1 | $2.3M | Buy |
10,063
+6,659
| +196% | +$1.52M | 0.57% | 61 |
|
|
2022
Q4 | $815K | Buy |
3,404
+774
| +29% | +$185K | 0.18% | 104 |
|
|
2022
Q3 | $432K | Buy |
2,630
+365
| +16% | +$60K | 0.09% | 136 |
|
|
2022
Q2 | $405K | Buy |
2,265
+393
| +21% | +$70.3K | 0.09% | 139 |
|
|
2022
Q1 | $417K | Buy |
+1,872
| New | +$417K | 0.09% | 112 |
|