Bessemer Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-639
| Closed | -$174K | – | 24 |
|
|
2023
Q3 | $174K | Sell |
639
-2,069
| -76% | -$563K | 0.24% | 118 |
|
|
2023
Q2 | $666K | Sell |
2,708
-1,895
| -41% | -$466K | 0.44% | 89 |
|
|
2023
Q1 | $1.05M | Hold |
4,603
| – | – | 0.49% | 79 |
|
|
2022
Q4 | $1.1M | Hold |
4,603
| – | – | 0.49% | 75 |
|
|
2022
Q3 | $755K | Hold |
4,603
| – | – | 0.27% | 91 |
|
|
2022
Q2 | $823K | Hold |
4,603
| – | – | 0.29% | 88 |
|
|
2022
Q1 | $1.03M | Buy |
+4,603
| New | +$1.03M | 0.3% | 86 |
|