Column Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $87.4K | Sell |
320
-6
| -2% | -$1.64K | 0.01% | 246 |
|
|
2023
Q2 | $80.2K | Sell |
326
-8
| -2% | -$1.97K | 0.01% | 256 |
|
|
2023
Q1 | $76.4K | Sell |
334
-9
| -3% | -$2.06K | 0.01% | 263 |
|
|
2022
Q4 | $82.2K | Hold |
343
| – | – | 0.01% | 232 |
|
|
2022
Q3 | $56K | Hold |
343
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $61K | Hold |
343
| – | – | 0.01% | 247 |
|
|
2022
Q1 | $76K | Sell |
343
-7
| -2% | -$1.55K | 0.01% | 236 |
|
|
2021
Q4 | $72K | Buy |
350
+111
| +46% | +$22.8K | 0.01% | 245 |
|
|
2021
Q3 | $46K | Sell |
239
-1
| -0.4% | -$192 | 0.01% | 280 |
|
|
2021
Q2 | $52K | Sell |
240
-9
| -4% | -$1.95K | 0.01% | 268 |
|
|
2021
Q1 | $58K | Sell |
249
-18
| -7% | -$4.19K | 0.01% | 246 |
|
|
2020
Q4 | $49K | Hold |
267
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $40K | Sell |
267
-10
| -4% | -$1.5K | 0.01% | 277 |
|
|
2020
Q2 | $35K | Sell |
277
-3
| -1% | -$379 | 0.01% | 294 |
|
|
2020
Q1 | $32K | Hold |
280
| – | – | 0.01% | 255 |
|
|
2019
Q4 | $41K | Buy |
+280
| New | +$41K | 0.02% | 270 |
|