DI
DFPG Investments’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $736K | Sell |
2,589
-14,160
| -85% | -$4.03M | 0.06% | 305 |
|
|
2023
Q3 | $3.92M | Sell |
16,749
-877
| -5% | -$205K | 0.36% | 67 |
|
|
2023
Q2 | $4.63M | Buy |
17,626
+3,165
| +22% | +$832K | 0.42% | 51 |
|
|
2023
Q1 | $3.31M | Buy |
14,461
+6,253
| +76% | +$1.43M | 0.36% | 66 |
|
|
2022
Q4 | $2.06M | Buy |
8,208
+1,087
| +15% | +$273K | 0.34% | 78 |
|
|
2022
Q3 | $1.35M | Buy |
7,121
+191
| +3% | +$36.3K | 0.58% | 47 |
|
|
2022
Q2 | $1.2M | Buy |
6,930
+277
| +4% | +$48K | 0.52% | 50 |
|
|
2022
Q1 | $1.53M | Buy |
6,653
+1,404
| +27% | +$323K | 0.6% | 47 |
|
|
2021
Q4 | $1.14M | Buy |
+5,249
| New | +$1.14M | 0.47% | 58 |
|