Brinker Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5.29M | Buy |
+41,797
| New | +$5.29M | 0.17% | 133 |
|
|
2020
Q1 | – | Sell |
-7,101
| Closed | -$1.05M | – | 918 |
|
|
2019
Q4 | $1.05M | Buy |
7,101
+90
| +1% | +$13.3K | 0.03% | 488 |
|
|
2019
Q3 | $886K | Buy |
7,011
+167
| +2% | +$21.1K | 0.03% | 526 |
|
|
2019
Q2 | $933K | Sell |
6,844
-648
| -9% | -$88.3K | 0.03% | 494 |
|
|
2019
Q1 | $1.02M | Buy |
7,492
+2,331
| +45% | +$316K | 0.04% | 453 |
|
|
2018
Q4 | $656K | Sell |
5,161
-2,477
| -32% | -$315K | 0.03% | 524 |
|
|
2018
Q3 | $1.17M | Sell |
7,638
-90
| -1% | -$13.7K | 0.04% | 456 |
|
|
2018
Q2 | $1.05M | Buy |
+7,728
| New | +$1.05M | 0.04% | 466 |
|