Eagle Ridge Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,533
| Closed | -$410K | – | 125 |
|
|
2020
Q1 | $410K | Hold |
3,533
| – | – | 0.07% | 91 |
|
|
2019
Q4 | $522K | Hold |
3,533
| – | – | 0.07% | 96 |
|
|
2019
Q3 | $446K | Hold |
3,533
| – | – | 0.06% | 105 |
|
|
2019
Q2 | $482K | Hold |
3,533
| – | – | 0.07% | 102 |
|
|
2019
Q1 | $479K | Hold |
3,533
| – | – | 0.07% | 104 |
|
|
2018
Q4 | $449K | Hold |
3,533
| – | – | 0.08% | 105 |
|
|
2018
Q3 | $539K | Hold |
3,533
| – | – | 0.08% | 107 |
|
|
2018
Q2 | $479K | Hold |
3,533
| – | – | 0.07% | 113 |
|
|
2018
Q1 | $521K | Hold |
3,533
| – | – | 0.08% | 107 |
|
|
2017
Q4 | $557K | Hold |
3,533
| – | – | 0.09% | 108 |
|
|
2017
Q3 | $441K | Buy |
+3,533
| New | +$441K | 0.07% | 114 |
|