Brand Asset Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-536
| Closed | -$210K | – | 90 |
|
|
2024
Q3 | $210K | Buy |
+536
| New | +$210K | 0.08% | 87 |
|
|
2021
Q2 | – | Sell |
-110
| Closed | -$26K | – | 96 |
|
|
2021
Q1 | $26K | Buy |
+110
| New | +$26K | 0.01% | 181 |
|
|
2019
Q2 | – | Sell |
-70
| Closed | -$9K | – | 320 |
|
|
2019
Q1 | $9K | Hold |
70
| – | – | 0.01% | 219 |
|
|
2018
Q4 | $9K | Hold |
70
| – | – | 0.01% | 180 |
|
|
2018
Q3 | $11K | Hold |
70
| – | – | 0.01% | 204 |
|
|
2018
Q2 | $9K | Buy |
+70
| New | +$9K | 0.01% | 207 |
|