IAM Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,984
| Closed | -$1.46M | – | 103 |
|
|
2024
Q1 | $1.46M | Buy |
3,984
+45
| +1% | +$16.5K | 0.4% | 46 |
|
|
2023
Q4 | $1.16M | Sell |
3,939
-91
| -2% | -$26.9K | 0.37% | 42 |
|
|
2023
Q3 | $1.1M | Sell |
4,030
-5
| -0.1% | -$1.37K | 0.38% | 41 |
|
|
2023
Q2 | $993K | Sell |
4,035
-17
| -0.4% | -$4.18K | 0.34% | 43 |
|
|
2023
Q1 | $927K | Buy |
+4,052
| New | +$927K | 0.32% | 46 |
|