Greylin Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $350K | Hold |
1,050
| – | – | 0.06% | 66 |
|
|
2024
Q1 | $385K | Hold |
1,050
| – | – | 0.06% | 60 |
|
|
2023
Q4 | $310K | Hold |
1,050
| – | – | 0.05% | 62 |
|
|
2023
Q3 | $287K | Hold |
1,050
| – | – | 0.05% | 61 |
|
|
2023
Q2 | $258K | Hold |
1,050
| – | – | 0.05% | 60 |
|
|
2023
Q1 | $240K | Hold |
1,050
| – | – | 0.04% | 68 |
|
|
2022
Q4 | $252K | Buy |
+1,050
| New | +$252K | 0.05% | 63 |
|
|
2022
Q2 | – | Sell |
-1,075
| Closed | -$240K | – | 76 |
|
|
2022
Q1 | $240K | Hold |
1,075
| – | – | 0.04% | 78 |
|
|
2021
Q4 | $222K | Sell |
1,075
-25
| -2% | -$5.16K | 0.04% | 88 |
|
|
2021
Q3 | $211K | Hold |
1,100
| – | – | 0.04% | 93 |
|
|
2021
Q2 | $239K | Hold |
1,100
| – | – | 0.05% | 89 |
|
|
2021
Q1 | $255K | Hold |
1,100
| – | – | 0.05% | 84 |
|
|
2020
Q4 | $200K | Buy |
+1,100
| New | +$200K | 0.05% | 86 |
|