BerganKDV Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $111K | Sell |
450
-168
| -27% | -$41.3K | 0.01% | 280 |
|
|
2023
Q1 | $142K | Buy |
618
+140
| +29% | +$32.1K | 0.01% | 273 |
|
|
2022
Q4 | $115K | Hold |
478
| – | – | 0.01% | 291 |
|
|
2022
Q3 | $78K | Sell |
478
-15
| -3% | -$2.45K | 0.01% | 319 |
|
|
2022
Q2 | $88K | Buy |
493
+1
| +0.2% | +$178 | 0.01% | 313 |
|
|
2022
Q1 | $110K | Buy |
492
+2
| +0.4% | +$447 | 0.01% | 302 |
|
|
2021
Q4 | $101K | Hold |
490
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $94K | Sell |
490
-99
| -17% | -$19K | 0.01% | 328 |
|
|
2021
Q2 | $128K | Buy |
589
+200
| +51% | +$43.5K | 0.02% | 288 |
|
|
2021
Q1 | $90K | Sell |
389
-7
| -2% | -$1.62K | 0.01% | 305 |
|
|
2020
Q4 | $72K | Buy |
396
+13
| +3% | +$2.36K | 0.01% | 312 |
|
|
2020
Q3 | $57K | Buy |
383
+8
| +2% | +$1.19K | 0.01% | 321 |
|
|
2020
Q2 | $47K | Sell |
375
-235
| -39% | -$29.5K | 0.01% | 359 |
|
|
2020
Q1 | $71K | Buy |
610
+35
| +6% | +$4.07K | 0.01% | 281 |
|
|
2019
Q4 | $85K | Buy |
575
+270
| +89% | +$39.9K | 0.02% | 290 |
|
|
2019
Q3 | $39K | Hold |
305
| – | – | 0.01% | 353 |
|
|
2019
Q2 | $42K | Hold |
305
| – | – | 0.01% | 346 |
|
|
2019
Q1 | $41K | Hold |
305
| – | – | 0.01% | 363 |
|
|
2018
Q4 | $39K | Hold |
305
| – | – | 0.01% | 327 |
|
|
2018
Q3 | $47K | Sell |
305
-6
| -2% | -$925 | 0.01% | 329 |
|
|
2018
Q2 | $42K | Buy |
+311
| New | +$42K | 0.01% | 339 |
|