Berman Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $628K | Buy |
3,274
+274
| +9% | +$52.6K | 0.1% | 108 |
|
|
2021
Q2 | $652K | Buy |
3,000
+385
| +15% | +$83.7K | 0.1% | 95 |
|
|
2021
Q1 | $606K | Buy |
2,615
+315
| +14% | +$73K | 0.13% | 87 |
|
|
2020
Q4 | $418K | Buy |
2,300
+211
| +10% | +$38.3K | 0.1% | 98 |
|
|
2020
Q3 | $310K | Buy |
2,089
+1,609
| +335% | +$239K | 0.09% | 97 |
|
|
2020
Q2 | $60K | Sell |
480
-73
| -13% | -$9.13K | 0.02% | 292 |
|
|
2020
Q1 | $63K | Buy |
553
+185
| +50% | +$21.1K | 0.02% | 255 |
|
|
2019
Q4 | $54K | Buy |
368
+24
| +7% | +$3.52K | 0.02% | 314 |
|
|
2019
Q3 | $43K | Sell |
344
-234
| -40% | -$29.3K | 0.01% | 334 |
|
|
2019
Q2 | $78K | Sell |
578
-165
| -22% | -$22.3K | 0.02% | 241 |
|
|
2019
Q1 | $100K | Buy |
743
+250
| +51% | +$33.6K | 0.03% | 195 |
|
|
2018
Q4 | $61K | Buy |
+493
| New | +$61K | 0.02% | 233 |
|