Beck Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,185
| Closed | -$3.01M | – | 107 |
|
|
2023
Q4 | $3.01M | Sell |
10,185
-86
| -0.8% | -$25.4K | 1.03% | 40 |
|
|
2023
Q3 | $2.8M | Sell |
10,271
-42
| -0.4% | -$11.5K | 1.08% | 39 |
|
|
2023
Q2 | $2.54M | Sell |
10,313
-1,085
| -10% | -$267K | 1% | 43 |
|
|
2023
Q1 | $2.61M | Buy |
11,398
+983
| +9% | +$225K | 1.11% | 31 |
|
|
2022
Q4 | $2.49M | Sell |
10,415
-286
| -3% | -$68.5K | 1.05% | 37 |
|
|
2022
Q3 | $1.76M | Sell |
10,701
-236
| -2% | -$38.7K | 0.75% | 57 |
|
|
2022
Q2 | $1.96M | Sell |
10,937
-61
| -0.6% | -$10.9K | 0.88% | 47 |
|
|
2022
Q1 | $2.45M | Buy |
10,998
+97
| +0.9% | +$21.6K | 0.75% | 51 |
|
|
2021
Q4 | $2.25M | Buy |
10,901
+142
| +1% | +$29.4K | 0.7% | 58 |
|
|
2021
Q3 | $2.07M | Buy |
10,759
+161
| +2% | +$30.9K | 0.69% | 58 |
|
|
2021
Q2 | $2.31M | Buy |
10,598
+279
| +3% | +$60.7K | 0.78% | 52 |
|
|
2021
Q1 | $2.39M | Buy |
10,319
+602
| +6% | +$140K | 0.9% | 50 |
|
|
2020
Q4 | $1.77M | Buy |
+9,717
| New | +$1.77M | 0.73% | 51 |
|