Hayden Royal’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,309
| Closed | -$502K | – | 105 |
|
|
2021
Q2 | $502K | Sell |
2,309
-47
| -2% | -$10.2K | 0.28% | 84 |
|
|
2021
Q1 | $546K | Sell |
2,356
-21
| -0.9% | -$4.87K | 0.31% | 76 |
|
|
2020
Q4 | $433K | Sell |
2,377
-26
| -1% | -$4.74K | 0.24% | 97 |
|
|
2020
Q3 | $358K | Buy |
2,403
+198
| +9% | +$29.5K | 0.19% | 120 |
|
|
2020
Q2 | $279K | Buy |
2,205
+119
| +6% | +$15K | 0.16% | 119 |
|
|
2020
Q1 | $242K | Sell |
2,086
-210
| -9% | -$24.4K | 0.14% | 181 |
|
|
2019
Q4 | $316K | Sell |
2,296
-4,822
| -68% | -$664K | 0.16% | 146 |
|
|
2019
Q3 | $899K | Buy |
7,118
+3,085
| +76% | +$390K | 0.79% | 39 |
|
|
2019
Q2 | $542K | Sell |
4,033
-433
| -10% | -$58.2K | 0.58% | 50 |
|
|
2019
Q1 | $605K | Sell |
4,466
-7,612
| -63% | -$1.03M | 0.79% | 40 |
|
|
2018
Q4 | $1.54M | Buy |
+12,078
| New | +$1.54M | 0.78% | 35 |
|