DA
DCM Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,739
| Closed | -$810K | – | 85 |
|
|
2023
Q4 | $810K | Buy |
+2,739
| New | +$810K | 0.29% | 51 |
|
|
2022
Q1 | – | Sell |
-1,225
| Closed | -$254K | – | 192 |
|
|
2021
Q4 | $254K | Sell |
1,225
-1,783
| -59% | -$370K | 0.07% | 186 |
|
|
2021
Q3 | $577K | Sell |
3,008
-3,889
| -56% | -$746K | 0.22% | 119 |
|
|
2021
Q2 | $1.5M | Buy |
6,897
+81
| +1% | +$17.6K | 0.85% | 24 |
|
|
2021
Q1 | $1.58M | Buy |
6,816
+262
| +4% | +$60.7K | 0.92% | 18 |
|
|
2020
Q4 | $1.19M | Buy |
+6,554
| New | +$1.19M | 0.69% | 41 |
|