Ergoteles’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 |
-10,758
| Closed | -$2.65M | – | 164 |
|
|
2023
Q2 | $2.65M | Buy |
+10,758
| New | +$2.65M | 0.13% | 206 |
|
|
2022
Q4 | – | Sell |
-10,110
| Closed | -$1.66M | – | 1487 |
|
|
2022
Q3 | $1.66M | Buy |
+10,110
| New | +$1.66M | 0.06% | 325 |
|
|
2021
Q4 | – | Sell |
-2,087
| Closed | -$401K | – | 1260 |
|
|
2021
Q3 | $401K | Buy |
+2,087
| New | +$401K | 0.01% | 680 |
|
|
2021
Q1 | – | Sell |
-1,168
| Closed | -$213K | – | 820 |
|
|
2020
Q4 | $213K | Buy |
+1,168
| New | +$213K | 0.01% | 595 |
|