Bridge Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $330K | Buy |
844
+4
| +0.5% | +$1.56K | 0.16% | 78 |
|
|
2024
Q2 | $280K | Buy |
840
+13
| +2% | +$4.33K | 0.14% | 83 |
|
|
2024
Q1 | $303K | Buy |
827
+3
| +0.4% | +$1.1K | 0.15% | 86 |
|
|
2023
Q4 | $244K | Hold |
824
| – | – | 0.12% | 98 |
|
|
2023
Q3 | $225K | Buy |
824
+9
| +1% | +$2.46K | 0.08% | 136 |
|
|
2023
Q2 | $201K | Buy |
+815
| New | +$201K | 0.07% | 129 |
|