Coulter & Justus Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $14.1M | Buy |
38,531
+37,625
| +4,153% | +$13.8M | 3.14% | 10 |
|
|
2023
Q4 | $268K | Hold |
906
| – | – | 0.18% | 32 |
|
|
2023
Q3 | $247K | Hold |
906
| – | – | 0.18% | 35 |
|
|
2023
Q2 | $223K | Hold |
906
| – | – | 0.15% | 39 |
|
|
2023
Q1 | $207K | Hold |
906
| – | – | 0.14% | 45 |
|
|
2022
Q4 | $217K | Buy |
+906
| New | +$217K | 0.15% | 47 |
|