Cunning Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,320
| Closed | -$2M | – | 85 |
|
|
2023
Q3 | $2M | Buy |
+7,320
| New | +$2M | 1.31% | 20 |
|
|
2023
Q2 | – | Sell |
-7,320
| Closed | -$1.68M | – | 32 |
|
|
2023
Q1 | $1.68M | Hold |
7,320
| – | – | 1.14% | 40 |
|
|
2022
Q4 | $1.75M | Hold |
7,320
| – | – | 1.24% | 24 |
|
|
2022
Q3 | $1.2M | Hold |
7,320
| – | – | 0.95% | 65 |
|
|
2022
Q2 | $1.31M | Buy |
+7,320
| New | +$1.31M | 1.01% | 60 |
|