Gantzert Investment Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $40K | Hold |
267
| – | – | 0.04% | 39 |
|
|
2020
Q2 | $34K | Buy |
267
+150
| +128% | +$19.1K | 0.03% | 39 |
|
|
2020
Q1 | $14K | Hold |
117
| – | – | 0.02% | 54 |
|
|
2019
Q4 | $17K | Hold |
117
| – | – | 0.02% | 56 |
|
|
2019
Q3 | $15K | Hold |
117
| – | – | 0.01% | 57 |
|
|
2019
Q2 | $16K | Hold |
117
| – | – | 0.02% | 65 |
|
|
2019
Q1 | $16K | Hold |
117
| – | – | 0.02% | 63 |
|
|
2018
Q4 | $15K | Buy |
+117
| New | +$15K | 0.02% | 63 |
|