Curi Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-152
| Closed | -$27K | – | 268 |
|
|
2022
Q2 | $27K | Buy |
152
+113
| +290% | +$20.1K | 0.01% | 273 |
|
|
2022
Q1 | $8K | Hold |
39
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $8K | Buy |
+39
| New | +$8K | ﹤0.01% | 333 |
|
|
2021
Q1 | – | Sell |
-120
| Closed | -$21K | – | 159 |
|
|
2020
Q4 | $21K | Buy |
+120
| New | +$21K | 0.02% | 203 |
|