Derby & Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $383K | Hold |
1,997
| – | – | 0.08% | 58 |
|
|
2021
Q2 | $435K | Sell |
1,997
-200
| -9% | -$43.6K | 0.09% | 58 |
|
|
2021
Q1 | $509K | Hold |
2,197
| – | – | 0.11% | 51 |
|
|
2020
Q4 | $400K | Hold |
2,197
| – | – | 0.1% | 52 |
|
|
2020
Q3 | $328K | Buy |
2,197
+67
| +3% | +$10K | 0.09% | 54 |
|
|
2020
Q2 | $269K | Buy |
+2,130
| New | +$269K | 0.09% | 53 |
|