CIC Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.31M | Buy |
3,340
+3
| +0.1% | +$1.17K | 0.34% | 65 |
|
|
2024
Q2 | $1.11M | Sell |
3,337
-49
| -1% | -$16.3K | 0.31% | 66 |
|
|
2024
Q1 | $1.24M | Sell |
3,386
-12
| -0.4% | -$4.4K | 0.36% | 63 |
|
|
2023
Q4 | $1M | Buy |
3,398
+535
| +19% | +$158K | 0.32% | 63 |
|
|
2023
Q3 | $782K | Sell |
2,863
-74
| -3% | -$20.2K | 0.28% | 71 |
|
|
2023
Q2 | $723K | Buy |
2,937
+1
| +0% | +$246 | 0.25% | 75 |
|
|
2023
Q1 | $672K | Sell |
2,936
-19
| -0.6% | -$4.35K | 0.25% | 78 |
|
|
2022
Q4 | $708K | Buy |
+2,955
| New | +$708K | 0.29% | 75 |
|