CKW Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-147
| Closed | -$30K | – | 216 |
|
|
2021
Q4 | $30K | Hold |
147
| – | – | ﹤0.01% | 139 |
|
|
2021
Q3 | $29K | Hold |
147
| – | – | ﹤0.01% | 146 |
|
|
2021
Q2 | $32K | Buy |
+147
| New | +$32K | 0.01% | 145 |
|
|
2020
Q2 | – | Sell |
-314
| Closed | -$35K | – | 166 |
|
|
2020
Q1 | $35K | Buy |
+314
| New | +$35K | 0.01% | 99 |
|
|
2015
Q3 | – | Sell |
-241
| Closed | -$20K | – | 183 |
|
|
2015
Q2 | $20K | Hold |
241
| – | – | 0.01% | 207 |
|
|
2015
Q1 | $19K | Hold |
241
| – | – | 0.01% | 224 |
|
|
2014
Q4 | $22K | Hold |
241
| – | – | 0.01% | 187 |
|
|
2014
Q3 | $24K | Hold |
241
| – | – | 0.01% | 178 |
|
|
2014
Q2 | $26K | Hold |
241
| – | – | 0.01% | 174 |
|
|
2014
Q1 | $25K | Hold |
241
| – | – | 0.01% | 200 |
|
|
2013
Q4 | $22K | Buy |
+241
| New | +$22K | 0.01% | 195 |
|