CFN
Cordasco Financial Network’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $721K | Buy |
4,034
+160
| +4% | +$28.6K | 0.52% | 26 |
|
|
2022
Q1 | $863K | Buy |
3,874
+69
| +2% | +$15.4K | 0.56% | 23 |
|
|
2021
Q4 | $787K | Sell |
3,805
-159
| -4% | -$32.9K | 0.49% | 28 |
|
|
2021
Q3 | $761K | Buy |
3,964
+117
| +3% | +$22.5K | 0.52% | 27 |
|
|
2021
Q2 | $837K | Sell |
3,847
-447
| -10% | -$97.3K | 0.58% | 25 |
|
|
2021
Q1 | $996K | Buy |
4,294
+331
| +8% | +$76.8K | 0.73% | 15 |
|
|
2020
Q4 | $721K | Sell |
3,963
-379
| -9% | -$69K | 0.57% | 28 |
|
|
2020
Q3 | $648K | Buy |
4,342
+49
| +1% | +$7.31K | 0.56% | 27 |
|
|
2020
Q2 | $543K | Buy |
4,293
+375
| +10% | +$47.4K | 0.5% | 32 |
|
|
2020
Q1 | $455K | Buy |
3,918
+1,444
| +58% | +$168K | 0.51% | 31 |
|
|
2019
Q4 | $365K | Buy |
2,474
+702
| +40% | +$104K | 0.32% | 39 |
|
|
2019
Q3 | $224K | Buy |
1,772
+147
| +9% | +$18.6K | 0.21% | 54 |
|
|
2019
Q2 | $221K | Buy |
1,625
+95
| +6% | +$12.9K | 0.22% | 53 |
|
|
2019
Q1 | $207K | Buy |
1,530
+30
| +2% | +$4.06K | 0.21% | 54 |
|
|
2018
Q4 | $191K | Sell |
1,500
-1,350
| -47% | -$172K | 0.22% | 57 |
|
|
2018
Q3 | $435K | Hold |
2,850
| – | – | 0.41% | 32 |
|
|
2018
Q2 | $387K | Buy |
2,850
+350
| +14% | +$47.5K | 0.38% | 35 |
|
|
2018
Q1 | $368K | Hold |
2,500
| – | – | 0.4% | 35 |
|
|
2017
Q4 | $394K | Buy |
2,500
+1,000
| +67% | +$158K | 0.41% | 32 |
|
|
2017
Q3 | $187K | Hold |
1,500
| – | – | 0.21% | 63 |
|
|
2017
Q2 | $161K | Hold |
1,500
| – | – | 0.18% | 66 |
|
|
2017
Q1 | $139K | Hold |
1,500
| – | – | 0.16% | 73 |
|
|
2016
Q4 | $139K | Buy |
+1,500
| New | +$139K | 0.16% | 74 |
|