Householder Group Estate & Retirement Specialist’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,364
| Closed | -$533K | – | 636 |
|
|
2024
Q3 | $533K | Sell |
1,364
-227
| -14% | -$88.7K | 0.16% | 130 |
|
|
2024
Q2 | $530K | Buy |
1,591
+10
| +0.6% | +$3.33K | 0.15% | 133 |
|
|
2024
Q1 | $580K | Buy |
1,581
+200
| +14% | +$73.3K | 0.17% | 118 |
|
|
2023
Q4 | $408K | Sell |
1,381
-29
| -2% | -$8.57K | 0.13% | 143 |
|
|
2023
Q3 | $385K | Buy |
+1,410
| New | +$385K | 0.14% | 138 |
|
|
2023
Q1 | $482K | Buy |
+2,107
| New | +$482K | 0.19% | 109 |
|
|
2022
Q4 | – | Sell |
-1,364
| Closed | -$223K | – | 435 |
|
|
2022
Q3 | $223K | Buy |
1,364
+138
| +11% | +$22.6K | 0.09% | 177 |
|
|
2022
Q2 | $219K | Buy |
1,226
+3
| +0.2% | +$536 | 0.1% | 181 |
|
|
2022
Q1 | $273K | Buy |
1,223
+247
| +25% | +$55.1K | 0.11% | 171 |
|
|
2021
Q4 | $202K | Buy |
+976
| New | +$202K | 0.08% | 191 |
|