Fosun International’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,188
| Closed | -$1.42M | – | 50 |
|
|
2023
Q3 | $1.42M | Buy |
+5,188
| New | +$1.42M | 0.23% | 29 |
|
|
2022
Q1 | – | Sell |
-5,810
| Closed | -$1.21M | – | 213 |
|
|
2021
Q4 | $1.21M | Hold |
5,810
| – | – | 0.07% | 125 |
|
|
2021
Q3 | $1.15M | Buy |
5,810
+1,740
| +43% | +$344K | 0.06% | 121 |
|
|
2021
Q2 | $875K | Buy |
4,070
+1,445
| +55% | +$311K | 0.05% | 115 |
|
|
2021
Q1 | $612K | Buy |
2,625
+505
| +24% | +$118K | 0.05% | 121 |
|
|
2020
Q4 | $374 | Hold |
2,120
| – | – | 0.02% | 151 |
|
|
2020
Q3 | $313K | Buy |
+2,120
| New | +$313K | 0.03% | 160 |
|