Delphia (USA)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,266
| Closed | -$290K | – | 230 |
|
|
2023
Q1 | $290K | Sell |
1,266
-826
| -39% | -$189K | 0.36% | 122 |
|
|
2022
Q4 | $501K | Buy |
+2,092
| New | +$501K | 0.58% | 45 |
|
|
2022
Q3 | – | Sell |
-2,555
| Closed | -$457K | – | 309 |
|
|
2022
Q2 | $457K | Buy |
2,555
+326
| +15% | +$58.3K | 0.31% | 102 |
|
|
2022
Q1 | $497K | Sell |
2,229
-763
| -26% | -$170K | 0.37% | 81 |
|
|
2021
Q4 | $619K | Buy |
+2,992
| New | +$619K | 0.66% | 26 |
|