Capital Advisory Group Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-200
| Closed | -$45K | – | 253 |
|
|
2022
Q1 | $45K | Buy |
+200
| New | +$45K | 0.02% | 247 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$38K | – | 221 |
|
|
2021
Q3 | $38K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $44K | Hold |
200
| – | – | 0.02% | 276 |
|
|
2021
Q1 | $46K | Hold |
200
| – | – | 0.02% | 252 |
|
|
2020
Q4 | $36K | Hold |
200
| – | – | 0.02% | 269 |
|
|
2020
Q3 | $30K | Hold |
200
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $25K | Hold |
200
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $24K | Buy |
+200
| New | +$24K | 0.03% | 148 |
|
|
2019
Q4 | – | Sell |
-300
| Closed | -$39K | – | 231 |
|
|
2019
Q3 | $39K | Sell |
300
-100
| -25% | -$13K | 0.03% | 165 |
|
|
2019
Q2 | $56K | Hold |
400
| – | – | 0.04% | 146 |
|
|
2019
Q1 | $56K | Hold |
400
| – | – | 0.04% | 140 |
|
|
2018
Q4 | $52K | Hold |
400
| – | – | 0.04% | 133 |
|
|
2018
Q3 | $60K | Hold |
400
| – | – | 0.04% | 129 |
|
|
2018
Q2 | $56K | Hold |
400
| – | – | 0.04% | 129 |
|
|
2018
Q1 | $60K | Buy |
+400
| New | +$60K | 0.04% | 127 |
|