Heritage Wealth Management (Arizona)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $186K | Buy |
776
+410
| +112% | +$98.2K | 0.03% | 338 |
|
|
2022
Q3 | $60K | Buy |
366
+20
| +6% | +$3.28K | 0.02% | 382 |
|
|
2022
Q2 | $61.9K | Sell |
346
-9
| -3% | -$1.61K | 0.02% | 384 |
|
|
2022
Q1 | $79K | Buy |
+355
| New | +$79K | 0.02% | 399 |
|
|
2021
Q3 | $66K | Hold |
346
| – | – | 0.02% | 411 |
|
|
2021
Q2 | $75K | Buy |
346
+58
| +20% | +$12.6K | 0.03% | 394 |
|
|
2021
Q1 | $67K | Buy |
+288
| New | +$67K | 0.04% | 316 |
|