Financial Consulate’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,100
| Closed | -$481K | – | 53 |
|
|
2023
Q1 | $481K | Hold |
2,100
| – | – | 0.17% | 71 |
|
|
2022
Q4 | $503K | Hold |
2,100
| – | – | 0.18% | 72 |
|
|
2022
Q3 | $345K | Hold |
2,100
| – | – | 0.15% | 79 |
|
|
2022
Q2 | $375K | Hold |
2,100
| – | – | 0.18% | 78 |
|
|
2022
Q1 | $468K | Hold |
2,100
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $434K | Buy |
2,100
+98
| +5% | +$20.3K | 0.15% | 84 |
|
|
2021
Q3 | $384K | Hold |
2,002
| – | – | 0.14% | 79 |
|
|
2021
Q2 | $436K | Hold |
2,002
| – | – | 0.16% | 69 |
|
|
2021
Q1 | $464K | Hold |
2,002
| – | – | 0.19% | 62 |
|
|
2020
Q4 | $364K | Hold |
2,002
| – | – | 0.16% | 70 |
|
|
2020
Q3 | $299K | Sell |
2,002
-10
| -0.5% | -$1.49K | 0.14% | 76 |
|
|
2020
Q2 | $255K | Hold |
2,012
| – | – | 0.13% | 80 |
|
|
2020
Q1 | $233K | Buy |
+2,012
| New | +$233K | 0.14% | 84 |
|