BG
Benedetti & Gucer’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $476K | Sell |
1,299
-92
| -7% | -$33.7K | 0.24% | 74 |
|
|
2023
Q4 | $411K | Buy |
1,391
+50
| +4% | +$14.8K | 0.22% | 86 |
|
|
2023
Q3 | $366K | Sell |
1,341
-25
| -2% | -$6.83K | 0.2% | 87 |
|
|
2023
Q2 | $336K | Buy |
+1,366
| New | +$336K | 0.17% | 105 |
|
|
2021
Q2 | – | Sell |
-1,071
| Closed | -$248K | – | 88 |
|
|
2021
Q1 | $248K | Buy |
+1,071
| New | +$248K | 0.23% | 68 |
|