EMFO LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,893
| Closed | -$2.19M | – | 298 |
|
|
2023
Q2 | $2.19M | Hold |
8,893
| – | – | 1.99% | 10 |
|
|
2023
Q1 | $2.04M | Hold |
8,893
| – | – | 1.92% | 10 |
|
|
2022
Q4 | $2.13M | Sell |
8,893
-510
| -5% | -$122K | 2.13% | 11 |
|
|
2022
Q3 | $1.54M | Buy |
9,403
+8,893
| +1,744% | +$1.46M | 1.47% | 19 |
|
|
2022
Q2 | $91K | Hold |
510
| – | – | 0.09% | 138 |
|
|
2022
Q1 | $114K | Buy |
510
+256
| +101% | +$57.2K | 0.1% | 137 |
|
|
2021
Q4 | $53K | Hold |
254
| – | – | 0.05% | 196 |
|
|
2021
Q3 | $49K | Hold |
254
| – | – | 0.04% | 209 |
|
|
2021
Q2 | $55K | Buy |
+254
| New | +$55K | 0.05% | 197 |
|