Fluent Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,669
Closed -$400K 63
2022
Q4
$400K Sell
1,669
-5,861
-78% -$1.4M 0.24% 53
2022
Q3
$1.24M Buy
7,530
+964
+15% +$158K 0.68% 47
2022
Q2
$1.17M Sell
6,566
-5,044
-43% -$902K 0.6% 51
2022
Q1
$2.58M Buy
11,610
+351
+3% +$78K 1.06% 31
2021
Q4
$2.33M Sell
11,259
-161
-1% -$33.3K 0.95% 34
2021
Q3
$2.19M Buy
11,420
+1,286
+13% +$247K 0.93% 35
2021
Q2
$2.21M Buy
+10,134
New +$2.21M 0.95% 35