Estate Counselors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-303
| Closed | -$49K | – | 146 |
|
|
2022
Q3 | $49K | Hold |
303
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $54K | Hold |
303
| – | – | 0.01% | 140 |
|
|
2022
Q1 | $67K | Hold |
303
| – | – | 0.01% | 134 |
|
|
2021
Q4 | $62K | Hold |
303
| – | – | 0.01% | 151 |
|
|
2021
Q3 | $58K | Hold |
303
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $65K | Hold |
303
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $70K | Sell |
303
-6,125
| -95% | -$1.42M | 0.01% | 139 |
|
|
2020
Q4 | $1.17M | Buy |
6,428
+1,692
| +36% | +$308K | 0.18% | 61 |
|
|
2020
Q3 | $706K | Buy |
4,736
+438
| +10% | +$65.3K | 0.11% | 64 |
|
|
2020
Q2 | $543K | Buy |
4,298
+608
| +16% | +$76.8K | 0.09% | 81 |
|
|
2020
Q1 | $428K | Buy |
+3,690
| New | +$428K | 0.07% | 88 |
|