Colony Family Offices’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,971
| Closed | -$451K | – | 48 |
|
|
2023
Q1 | $451K | Sell |
1,971
-125
| -6% | -$28.6K | 0.17% | 55 |
|
|
2022
Q4 | $502K | Sell |
2,096
-135
| -6% | -$32.3K | 0.21% | 48 |
|
|
2022
Q3 | $366K | Sell |
2,231
-24
| -1% | -$3.94K | 0.16% | 55 |
|
|
2022
Q2 | $403K | Buy |
+2,255
| New | +$403K | 0.18% | 47 |
|
|
2021
Q2 | – | Sell |
-2,400
| Closed | -$556K | – | 28 |
|
|
2021
Q1 | $556K | Buy |
+2,400
| New | +$556K | 0.44% | 24 |
|