Clear Point Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26
| Closed | -$10.1K | – | 177 |
|
|
2024
Q3 | $10.1K | Hold |
26
| – | – | 0.01% | 337 |
|
|
2024
Q2 | $8.52K | Buy |
26
+1
| +4% | +$328 | 0.01% | 342 |
|
|
2024
Q1 | $9.34K | Hold |
25
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $7.51K | Buy |
+25
| New | +$7.51K | 0.01% | 334 |
|