FourThought Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.15M | Buy |
13,095
+8,888
| +211% | +$1.46M | 0.32% | 77 |
|
|
2022
Q2 | $752K | Sell |
4,207
-140
| -3% | -$25K | 0.11% | 135 |
|
|
2022
Q1 | $969K | Sell |
4,347
-397
| -8% | -$88.5K | 0.12% | 127 |
|
|
2021
Q4 | $981K | Sell |
4,744
-56
| -1% | -$11.6K | 0.12% | 127 |
|
|
2021
Q3 | $921K | Sell |
4,800
-78
| -2% | -$15K | 0.12% | 132 |
|
|
2021
Q2 | $1.06M | Sell |
4,878
-162
| -3% | -$35.2K | 0.14% | 130 |
|
|
2021
Q1 | $1.17M | Hold |
5,040
| – | – | 0.17% | 109 |
|
|
2020
Q4 | $917K | Buy |
+5,040
| New | +$917K | 0.15% | 124 |
|