CPR Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,888
| Closed | -$452K | – | 40 |
|
|
2022
Q4 | $452K | Buy |
+1,888
| New | +$452K | 0.45% | 31 |
|
|
2022
Q2 | – | Sell |
-2,636
| Closed | -$587K | – | 52 |
|
|
2022
Q1 | $587K | Sell |
2,636
-158
| -6% | -$35.2K | 0.49% | 29 |
|
|
2021
Q4 | $578K | Buy |
+2,794
| New | +$578K | 0.41% | 32 |
|