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 |
|