Global Financial Private Capital’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 |
-14
| Closed | -$2K | – | 387 |
|
|
2019
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $2K | Sell |
14
-169
| -92% | -$24.1K | ﹤0.01% | 348 |
|
|
2019
Q2 | $25K | Sell |
183
-2,622
| -93% | -$358K | ﹤0.01% | 336 |
|
|
2019
Q1 | $380K | Sell |
2,805
-22,154
| -89% | -$3M | 0.02% | 310 |
|
|
2018
Q4 | $3.17M | Buy |
24,959
+1,549
| +7% | +$197K | 0.17% | 125 |
|
|
2018
Q3 | $3.57M | Sell |
23,410
-2,810
| -11% | -$429K | 0.13% | 146 |
|
|
2018
Q2 | $3.56M | Sell |
26,220
-12,566
| -32% | -$1.7M | 0.12% | 146 |
|
|
2018
Q1 | $5.72M | Buy |
38,786
+23,003
| +146% | +$3.39M | 0.2% | 98 |
|
|
2017
Q4 | $2.49M | Buy |
15,783
+1,482
| +10% | +$234K | 0.09% | 159 |
|
|
2017
Q3 | $1.78M | Buy |
+14,301
| New | +$1.78M | 0.06% | 192 |
|