Hudson Edge Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,170
| Closed | -$252K | – | 131 |
|
|
2020
Q1 | $252K | Sell |
2,170
-400
| -16% | -$46.5K | 0.1% | 121 |
|
|
2019
Q4 | $380K | Sell |
2,570
-33
| -1% | -$4.88K | 0.1% | 128 |
|
|
2019
Q3 | $329K | Hold |
2,603
| – | – | 0.09% | 135 |
|
|
2019
Q2 | $355K | Buy |
2,603
+200
| +8% | +$27.3K | 0.1% | 123 |
|
|
2019
Q1 | $326K | Buy |
2,403
+372
| +18% | +$50.5K | 0.1% | 111 |
|
|
2018
Q4 | $258K | Buy |
+2,031
| New | +$258K | 0.08% | 128 |
|