Bennicas & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $252K | Buy |
+1,050
| New | +$252K | 0.15% | 86 |
|
|
2022
Q3 | – | Sell |
-1,150
| Closed | -$206K | – | 98 |
|
|
2022
Q2 | $206K | Hold |
1,150
| – | – | 0.12% | 90 |
|
|
2022
Q1 | $256K | Hold |
1,150
| – | – | 0.13% | 92 |
|
|
2021
Q4 | $238K | Buy |
+1,150
| New | +$238K | 0.12% | 95 |
|
|
2015
Q4 | – | Sell |
-4,400
| Closed | -$288K | – | 87 |
|
|
2015
Q3 | $288K | Hold |
4,400
| – | – | 0.27% | 66 |
|
|
2015
Q2 | $373K | Buy |
+4,400
| New | +$373K | 0.31% | 68 |
|