Diversified’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $853K | Buy |
2,181
+61
| +3% | +$23.9K | 0.09% | 83 |
|
|
2024
Q2 | $706K | Buy |
2,120
+72
| +4% | +$24K | 0.08% | 91 |
|
|
2024
Q1 | $750K | Buy |
2,048
+190
| +10% | +$69.6K | 0.1% | 58 |
|
|
2023
Q4 | $549K | Sell |
1,858
-62
| -3% | -$18.3K | 0.12% | 71 |
|
|
2023
Q3 | $524K | Buy |
1,920
+44
| +2% | +$12K | 0.14% | 65 |
|
|
2023
Q2 | $462K | Sell |
1,876
-3
| -0.2% | -$738 | 0.12% | 75 |
|
|
2023
Q1 | $430K | Sell |
1,879
-195
| -9% | -$44.6K | 0.15% | 84 |
|
|
2022
Q4 | $497K | Buy |
2,074
+839
| +68% | +$201K | 0.2% | 77 |
|
|
2022
Q3 | $203K | Buy |
+1,235
| New | +$203K | 0.1% | 117 |
|
|
2021
Q1 | – | Sell |
-324
| Closed | -$48K | – | 126 |
|
|
2020
Q4 | $48K | Buy |
+324
| New | +$48K | 0.04% | 182 |
|