Brightworth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $342K | Buy |
2,086
+139
| +7% | +$22.8K | 0.04% | 106 |
|
|
2022
Q2 | $348K | Buy |
1,947
+119
| +7% | +$21.3K | 0.04% | 103 |
|
|
2022
Q1 | $407K | Sell |
1,828
-39
| -2% | -$8.68K | 0.04% | 96 |
|
|
2021
Q4 | $386K | Buy |
1,867
+169
| +10% | +$34.9K | 0.04% | 96 |
|
|
2021
Q3 | $326K | Buy |
1,698
+114
| +7% | +$21.9K | 0.03% | 94 |
|
|
2021
Q2 | $345K | Sell |
1,584
-76
| -5% | -$16.6K | 0.03% | 87 |
|
|
2021
Q1 | $385K | Sell |
1,660
-210
| -11% | -$48.7K | 0.04% | 82 |
|
|
2020
Q4 | $340K | Buy |
1,870
+455
| +32% | +$82.7K | 0.03% | 80 |
|
|
2020
Q3 | $211K | Buy |
+1,415
| New | +$211K | 0.02% | 87 |
|
|
2018
Q2 | – | Sell |
-1,638
| Closed | -$241K | – | 98 |
|
|
2018
Q1 | $241K | Buy |
+1,638
| New | +$241K | 0.06% | 103 |
|