Ford Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-117
| Closed | -$24 | – | 176 |
|
2021
Q4 | $24 | Buy |
+117
| New | +$24 | ﹤0.01% | 273 |
|
2021
Q3 | – | Sell |
-159
| Closed | -$34K | – | 178 |
|
2021
Q2 | $34K | Buy |
+159
| New | +$34K | 0.01% | 244 |
|
2018
Q1 | – | Sell |
-76
| Closed | -$12K | – | 101 |
|
2017
Q4 | $12K | Buy |
+76
| New | +$12K | 0.01% | 193 |
|