CSat Investment Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $7K | Sell |
30
-4
| -12% | -$933 | 0.01% | 474 |
|
|
2020
Q4 | $6K | Sell |
34
-1,412
| -98% | -$249K | 0.01% | 466 |
|
|
2020
Q3 | $216K | Buy |
1,446
+123
| +9% | +$18.4K | 0.02% | 261 |
|
|
2020
Q2 | $168K | Buy |
1,323
+425
| +47% | +$54K | 0.02% | 345 |
|
|
2020
Q1 | $104K | Buy |
898
+109
| +14% | +$12.6K | 0.02% | 334 |
|
|
2019
Q4 | $116K | Sell |
789
-826
| -51% | -$121K | 0.03% | 330 |
|
|
2019
Q3 | $204K | Buy |
1,615
+302
| +23% | +$38.1K | 0.06% | 205 |
|
|
2019
Q2 | $179K | Buy |
1,313
+1,283
| +4,277% | +$175K | 0.06% | 204 |
|
|
2019
Q1 | $4K | Buy |
30
+4
| +15% | +$533 | ﹤0.01% | 510 |
|
|
2018
Q4 | $3K | Buy |
26
+10
| +63% | +$1.15K | ﹤0.01% | 512 |
|
|
2018
Q3 | $2K | Buy |
16
+4
| +33% | +$500 | ﹤0.01% | 522 |
|
|
2018
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 523 |
|