Corton Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,704
| Closed | -$568K | – | 503 |
|
|
2024
Q2 | $568K | Buy |
+1,704
| New | +$568K | 0.3% | 29 |
|
|
2023
Q3 | – | Sell |
-1,228
| Closed | -$302K | – | 432 |
|
|
2023
Q2 | $302K | Sell |
1,228
-329
| -21% | -$81K | 0.14% | 211 |
|
|
2023
Q1 | $356K | Sell |
1,557
-715
| -31% | -$164K | 0.25% | 119 |
|
|
2022
Q4 | $544K | Buy |
+2,272
| New | +$544K | 0.45% | 45 |
|
|
2022
Q3 | – | Sell |
-1,860
| Closed | -$332K | – | 284 |
|
|
2022
Q2 | $332K | Sell |
1,860
-635
| -25% | -$113K | 0.31% | 122 |
|
|
2022
Q1 | $556K | Buy |
+2,495
| New | +$556K | 0.24% | 92 |
|