Farr Miller & Washington’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $486K | Buy |
2,532
+112
| +5% | +$21.5K | 0.03% | 129 |
|
|
2021
Q2 | $527K | Hold |
2,420
| – | – | 0.03% | 123 |
|
|
2021
Q1 | $561K | Sell |
2,420
-102
| -4% | -$23.6K | 0.04% | 118 |
|
|
2020
Q4 | $459K | Buy |
2,522
+113
| +5% | +$20.6K | 0.04% | 124 |
|
|
2020
Q3 | $359K | Hold |
2,409
| – | – | 0.03% | 129 |
|
|
2020
Q2 | $305K | Hold |
2,409
| – | – | 0.02% | 128 |
|
|
2020
Q1 | $280K | Hold |
2,409
| – | – | 0.03% | 113 |
|
|
2019
Q4 | $356K | Hold |
2,409
| – | – | 0.03% | 115 |
|
|
2019
Q3 | $304K | Sell |
2,409
-300
| -11% | -$37.9K | 0.02% | 118 |
|
|
2019
Q2 | $369K | Buy |
2,709
+400
| +17% | +$54.5K | 0.03% | 107 |
|
|
2019
Q1 | $313K | Sell |
2,309
-37
| -2% | -$5.02K | 0.03% | 116 |
|
|
2018
Q4 | $298K | Hold |
2,346
| – | – | 0.03% | 111 |
|
|
2018
Q3 | $358K | Hold |
2,346
| – | – | 0.03% | 110 |
|
|
2018
Q2 | $318K | Hold |
2,346
| – | – | 0.03% | 112 |
|
|
2018
Q1 | $346K | Buy |
2,346
+500
| +27% | +$73.7K | 0.03% | 116 |
|
|
2017
Q4 | $291K | Buy |
+1,846
| New | +$291K | 0.03% | 129 |
|