Eudaimonia Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $469K | Buy |
1,279
+56
| +5% | +$20.5K | 0.25% | 106 |
|
|
2023
Q4 | $362K | Sell |
1,223
-30
| -2% | -$8.87K | 0.23% | 113 |
|
|
2023
Q3 | $342K | Sell |
1,253
-12
| -0.9% | -$3.28K | 0.24% | 109 |
|
|
2023
Q2 | $311K | Sell |
1,265
-35
| -3% | -$8.61K | 0.21% | 119 |
|
|
2023
Q1 | $297K | Buy |
1,300
+58
| +5% | +$13.3K | 0.2% | 121 |
|
|
2022
Q4 | $298K | Sell |
1,242
-32
| -3% | -$7.67K | 0.2% | 110 |
|
|
2022
Q3 | $209K | Sell |
1,274
-76
| -6% | -$12.5K | 0.14% | 139 |
|
|
2022
Q2 | $241K | Buy |
+1,350
| New | +$241K | 0.17% | 134 |
|
|
2022
Q1 | – | Sell |
-1,341
| Closed | -$277K | – | 165 |
|
|
2021
Q4 | $277K | Buy |
+1,341
| New | +$277K | 0.16% | 132 |
|