FMA Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.28M | Sell |
6,656
-730
| -10% | -$140K | 0.48% | 68 |
|
|
2021
Q2 | $1.61M | Buy |
7,386
+255
| +4% | +$55.5K | 0.6% | 60 |
|
|
2021
Q1 | $1.65M | Buy |
7,131
+1,835
| +35% | +$425K | 0.51% | 72 |
|
|
2020
Q4 | $964K | Buy |
5,296
+2,037
| +63% | +$371K | 0.32% | 89 |
|
|
2020
Q3 | $486K | Buy |
3,259
+699
| +27% | +$104K | 0.19% | 120 |
|
|
2020
Q2 | $324K | Buy |
+2,560
| New | +$324K | 0.15% | 129 |
|
|
2014
Q4 | $1.8M | Sell |
19,686
-585
| -3% | -$53.5K | 0.63% | 61 |
|
|
2014
Q3 | $2.01M | Sell |
20,271
-721
| -3% | -$71.4K | 0.74% | 45 |
|
|
2014
Q2 | $2.28M | Sell |
20,992
-775
| -4% | -$84.2K | 0.84% | 42 |
|
|
2014
Q1 | $2.16M | Buy |
21,767
+222
| +1% | +$22.1K | 0.85% | 44 |
|
|
2013
Q4 | $1.96M | Sell |
21,545
-657
| -3% | -$59.7K | 0.8% | 44 |
|
|
2013
Q3 | $1.85M | Sell |
22,202
-1,216
| -5% | -$101K | 0.74% | 46 |
|
|
2013
Q2 | $1.93M | Buy |
+23,418
| New | +$1.93M | 0.82% | 44 |
|