Financial Connections Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-87
| Closed | -$28K | – | 227 |
|
|
2024
Q2 | $28K | Buy |
+87
| New | +$28K | 0.01% | 132 |
|
|
2023
Q2 | – | Sell |
-207
| Closed | -$47K | – | 246 |
|
|
2023
Q1 | $47K | Hold |
207
| – | – | 0.03% | 91 |
|
|
2022
Q4 | $49K | Buy |
207
+179
| +639% | +$42.4K | 0.04% | 88 |
|
|
2022
Q3 | $4K | Hold |
28
| – | – | ﹤0.01% | 181 |
|
|
2022
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 224 |
|
|
2022
Q1 | $6K | Hold |
28
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $5K | Buy |
+28
| New | +$5K | ﹤0.01% | 244 |
|