Edge Capital Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.24M | Buy |
3,410
+186
| +6% | +$67.5K | 0.06% | 152 |
|
|
2024
Q3 | $1.26M | Sell |
3,224
-49
| -1% | -$19.2K | 0.06% | 149 |
|
|
2024
Q2 | $1.09M | Sell |
3,273
-27
| -0.8% | -$9K | 0.05% | 157 |
|
|
2024
Q1 | $1.21M | Sell |
3,300
-90
| -3% | -$33K | 0.06% | 153 |
|
|
2023
Q4 | $1M | Sell |
3,390
-449
| -12% | -$133K | 0.06% | 164 |
|
|
2023
Q3 | $1.05M | Sell |
3,839
-7,000
| -65% | -$1.91M | 0.07% | 146 |
|
|
2023
Q2 | $2.67M | Sell |
10,839
-156
| -1% | -$38.4K | 0.15% | 120 |
|
|
2023
Q1 | $2.52M | Buy |
10,995
+8,200
| +293% | +$1.88M | 0.16% | 111 |
|
|
2022
Q4 | $670K | Buy |
2,795
+710
| +34% | +$170K | 0.05% | 167 |
|
|
2022
Q3 | $342K | Sell |
2,085
-7,878
| -79% | -$1.29M | 0.03% | 218 |
|
|
2022
Q2 | $1.78M | Sell |
9,963
-44,908
| -82% | -$8.03M | 0.15% | 107 |
|
|
2022
Q1 | $12.2M | Buy |
54,871
+7,556
| +16% | +$1.68M | 0.84% | 25 |
|
|
2021
Q4 | $9.78M | Sell |
47,315
-794
| -2% | -$164K | 0.69% | 31 |
|
|
2021
Q3 | $9.24M | Buy |
48,109
+2,965
| +7% | +$569K | 0.73% | 30 |
|
|
2021
Q2 | $9.83M | Buy |
45,144
+6,538
| +17% | +$1.42M | 0.78% | 26 |
|
|
2021
Q1 | $8.95M | Buy |
38,606
+87
| +0.2% | +$20.2K | 0.75% | 30 |
|
|
2020
Q4 | $7.01M | Buy |
+38,519
| New | +$7.01M | 0.59% | 43 |
|