EP
Eudaimonia Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.17M | Sell |
3,180
-70
| -2% | -$25.6K | 0.28% | 82 |
|
|
2023
Q4 | $961K | Sell |
3,250
-1,425
| -30% | -$421K | 0.25% | 90 |
|
|
2023
Q3 | $1.28M | Sell |
4,675
-6
| -0.1% | -$1.64K | 0.31% | 73 |
|
|
2023
Q2 | $1.15M | Sell |
4,681
-699
| -13% | -$172K | 0.26% | 97 |
|
|
2023
Q1 | $1.23M | Buy |
5,380
+199
| +4% | +$45.5K | 0.3% | 87 |
|
|
2022
Q4 | $1.24M | Sell |
5,181
-1,421
| -22% | -$340K | 0.3% | 90 |
|
|
2022
Q3 | $1.08M | Sell |
6,602
-6,161
| -48% | -$1.01M | 0.28% | 92 |
|
|
2022
Q2 | $2.28M | Buy |
12,763
+244
| +2% | +$43.6K | 0.42% | 64 |
|
|
2022
Q1 | $2.79M | Buy |
+12,519
| New | +$2.79M | 0.47% | 56 |
|
|
2021
Q3 | $2.73M | Sell |
14,214
-1,764
| -11% | -$339K | 0.49% | 54 |
|
|
2021
Q2 | $3.48M | Buy |
15,978
+72
| +0.5% | +$15.7K | 0.65% | 37 |
|
|
2021
Q1 | $3.69M | Sell |
15,906
-66
| -0.4% | -$15.3K | 0.77% | 24 |
|
|
2020
Q4 | $2.91M | Buy |
15,972
+325
| +2% | +$59.2K | 0.65% | 35 |
|
|
2020
Q3 | $2.33M | Buy |
15,647
+2,960
| +23% | +$442K | 0.6% | 44 |
|
|
2020
Q2 | $1.61M | Sell |
12,687
-2,080
| -14% | -$263K | 0.61% | 38 |
|
|
2020
Q1 | $1.71M | Buy |
14,767
+3,163
| +27% | +$367K | 0.75% | 32 |
|
|
2019
Q4 | $1.71M | Buy |
+11,604
| New | +$1.71M | 0.68% | 33 |
|