Heron Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $545K | Buy |
2,217
+65
| +3% | +$16K | 0.29% | 77 |
|
|
2023
Q1 | $492K | Sell |
2,152
-95
| -4% | -$21.7K | 0.27% | 78 |
|
|
2022
Q4 | $540K | Sell |
2,247
-25
| -1% | -$6.01K | 0.36% | 61 |
|
|
2022
Q3 | $373K | Buy |
2,272
+70
| +3% | +$11.5K | 0.23% | 84 |
|
|
2022
Q2 | $394K | Buy |
2,202
+1
| +0% | +$179 | 0.24% | 87 |
|
|
2022
Q1 | $491K | Sell |
2,201
-8
| -0.4% | -$1.79K | 0.26% | 82 |
|
|
2021
Q4 | $454K | Buy |
2,209
+74
| +3% | +$15.2K | 0.24% | 85 |
|
|
2021
Q3 | $410K | Buy |
2,135
+5
| +0.2% | +$960 | 0.23% | 89 |
|
|
2021
Q2 | $464K | Buy |
2,130
+115
| +6% | +$25.1K | 0.27% | 84 |
|
|
2021
Q1 | $469K | Sell |
2,015
-10
| -0.5% | -$2.33K | 0.28% | 80 |
|
|
2020
Q4 | $393K | Buy |
2,025
+15
| +0.7% | +$2.91K | 0.27% | 83 |
|
|
2020
Q3 | $309K | Buy |
2,010
+68
| +4% | +$10.5K | 0.25% | 91 |
|
|
2020
Q2 | $249K | Buy |
1,942
+29
| +2% | +$3.72K | 0.22% | 101 |
|
|
2020
Q1 | $223K | Buy |
1,913
+55
| +3% | +$6.41K | 0.23% | 101 |
|
|
2019
Q4 | $253K | Buy |
+1,858
| New | +$253K | 0.21% | 110 |
|