Donoghue Forlines’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,481
| Closed | -$1.36M | – | 127 |
|
|
2024
Q3 | $1.36M | Buy |
3,481
+1,659
| +91% | +$649K | 0.39% | 77 |
|
|
2024
Q2 | $607K | Sell |
1,822
-2,396
| -57% | -$798K | 0.17% | 129 |
|
|
2024
Q1 | $1.55M | Sell |
4,218
-771
| -15% | -$283K | 0.44% | 71 |
|
|
2023
Q4 | $1.48M | Buy |
4,989
+268
| +6% | +$79.2K | 0.46% | 53 |
|
|
2023
Q3 | $1.29M | Sell |
4,721
-307
| -6% | -$83.8K | 0.46% | 55 |
|
|
2023
Q2 | $1.24M | Buy |
5,028
+3,084
| +159% | +$759K | 0.39% | 64 |
|
|
2023
Q1 | $445K | Buy |
+1,944
| New | +$445K | 0.16% | 153 |
|
|
2022
Q2 | – | Sell |
-5,778
| Closed | -$1.29M | – | 263 |
|
|
2022
Q1 | $1.29M | Buy |
5,778
+449
| +8% | +$100K | 0.28% | 91 |
|
|
2021
Q4 | $1.1M | Buy |
+5,329
| New | +$1.1M | 0.19% | 118 |
|
|
2017
Q4 | – | Sell |
-137,136
| Closed | -$17.1M | – | 120 |
|
|
2017
Q3 | $17.1M | Sell |
137,136
-12,096
| -8% | -$1.51M | 1.8% | 21 |
|
|
2017
Q2 | $16M | Buy |
+149,232
| New | +$16M | 1.82% | 26 |
|