Foster Dykema Cabot & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $237K | Hold |
869
| – | – | 0.03% | 81 |
|
|
2023
Q2 | $214K | Buy |
869
+195
| +29% | +$48K | 0.03% | 92 |
|
|
2023
Q1 | $154K | Buy |
+674
| New | +$154K | 0.02% | 97 |
|
|
2022
Q4 | – | Sell |
-724
| Closed | -$119K | – | 82 |
|
|
2022
Q3 | $119K | Hold |
724
| – | – | 0.01% | 93 |
|
|
2022
Q2 | $129K | Buy |
+724
| New | +$129K | 0.02% | 95 |
|