Friedenthal Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-140
| Closed | -$51.3K | – | 238 |
|
2024
Q1 | $51.3K | Buy |
+140
| New | +$51.3K | 0.03% | 139 |
|
2023
Q4 | – | Sell |
-2,751
| Closed | -$751K | – | 236 |
|
2023
Q3 | $751K | Buy |
+2,751
| New | +$751K | 0.51% | 46 |
|
2023
Q1 | – | Sell |
-3,380
| Closed | -$810K | – | 110 |
|
2022
Q4 | $810K | Buy |
+3,380
| New | +$810K | 0.56% | 37 |
|