HNP Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,221
| Closed | -$272K | – | 145 |
|
|
2022
Q1 | $272K | Sell |
1,221
-1,997
| -62% | -$445K | 0.06% | 136 |
|
|
2021
Q4 | $665K | Buy |
3,218
+229
| +8% | +$47.3K | 0.15% | 107 |
|
|
2021
Q3 | $574K | Sell |
2,989
-200
| -6% | -$38.4K | 0.14% | 110 |
|
|
2021
Q2 | $694K | Hold |
3,189
| – | – | 0.18% | 100 |
|
|
2021
Q1 | $739K | Buy |
3,189
+280
| +10% | +$64.9K | 0.22% | 93 |
|
|
2020
Q4 | $529K | Buy |
+2,909
| New | +$529K | 0.17% | 93 |
|
|
2020
Q2 | – | Sell |
-3,947
| Closed | -$434K | – | 150 |
|
|
2020
Q1 | $434K | Buy |
+3,947
| New | +$434K | 0.06% | 157 |
|