FundX Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$1.18M | – | 40 |
|
|
2019
Q4 | $1.18M | Hold |
8,000
| – | – | 0.32% | 34 |
|
|
2019
Q3 | $1.01M | Hold |
8,000
| – | – | 0.36% | 24 |
|
|
2019
Q2 | $1.09M | Hold |
8,000
| – | – | 0.45% | 25 |
|
|
2019
Q1 | $1.08M | Hold |
8,000
| – | – | 0.37% | 28 |
|
|
2018
Q4 | $1.02M | Hold |
8,000
| – | – | 0.38% | 32 |
|
|
2018
Q3 | $1.22M | Hold |
8,000
| – | – | 0.67% | 18 |
|
|
2018
Q2 | $1.09M | Hold |
8,000
| – | – | 0.54% | 19 |
|
|
2018
Q1 | $1.18M | Hold |
8,000
| – | – | 0.62% | 14 |
|
|
2017
Q4 | $1.26M | Hold |
8,000
| – | – | 0.64% | 19 |
|
|
2017
Q3 | $998K | Hold |
8,000
| – | – | 0.42% | 19 |
|
|
2017
Q2 | $860K | Hold |
8,000
| – | – | 0.35% | 22 |
|
|
2017
Q1 | $742K | Hold |
8,000
| – | – | 0.31% | 31 |
|
|
2016
Q4 | $742K | Hold |
8,000
| – | – | 0.26% | 28 |
|
|
2016
Q3 | $710K | Buy |
+8,000
| New | +$710K | 0.18% | 34 |
|