BPGAM
BTG Pactual Global Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $950K | Buy |
+2,592
| New | +$950K | 0.16% | 73 |
|
|
2022
Q4 | – | Sell |
-8,187
| Closed | -$1.34M | – | 37 |
|
|
2022
Q3 | $1.34M | Buy |
+8,187
| New | +$1.34M | 0.35% | 20 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 38 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 64 |
|
|
2020
Q4 | – | Sell |
-1,750
| Closed | -$261K | – | 56 |
|
|
2020
Q3 | $261K | Buy |
+1,750
| New | +$261K | 0.03% | 44 |
|
|
2014
Q4 | – | Sell |
-7,875
| Closed | -$779K | – | 171 |
|
|
2014
Q3 | $779K | Buy |
+7,875
| New | +$779K | 0.09% | 112 |
|