Echo Street Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,003
| Closed | -$480K | – | 499 |
|
|
2022
Q4 | $480K | Buy |
+2,003
| New | +$480K | ﹤0.01% | 291 |
|
|
2022
Q3 | – | Sell |
-4,655
| Closed | -$832K | – | 568 |
|
|
2022
Q2 | $832K | Buy |
4,655
+40
| +0.9% | +$7.15K | 0.01% | 194 |
|
|
2022
Q1 | $1.03M | Sell |
4,615
-6
| -0.1% | -$1.34K | 0.01% | 225 |
|
|
2021
Q4 | $955K | Buy |
4,621
+810
| +21% | +$167K | 0.01% | 262 |
|
|
2021
Q3 | $732K | Buy |
3,811
+504
| +15% | +$96.8K | 0.01% | 318 |
|
|
2021
Q2 | $720K | Buy |
3,307
+788
| +31% | +$172K | 0.01% | 267 |
|
|
2021
Q1 | $584K | Buy |
+2,519
| New | +$584K | 0.01% | 265 |
|