ICA Group Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $364K | Sell |
1,093
-1,982
| -64% | -$660K | 0.22% | 66 |
|
|
2024
Q1 | $1.13M | Sell |
3,075
-59
| -2% | -$21.6K | 0.23% | 90 |
|
|
2023
Q4 | $927K | Buy |
3,134
+263
| +9% | +$77.8K | 0.21% | 99 |
|
|
2023
Q3 | $783K | Buy |
2,871
+201
| +8% | +$54.8K | 0.22% | 93 |
|
|
2023
Q2 | $657K | Sell |
2,670
-9,697
| -78% | -$2.39M | 0.16% | 114 |
|
|
2023
Q1 | $2.83M | Buy |
12,367
+164
| +1% | +$37.5K | 0.68% | 33 |
|
|
2022
Q4 | $2.93M | Sell |
12,203
-5,178
| -30% | -$1.24M | 0.69% | 28 |
|
|
2022
Q3 | $2.85M | Buy |
17,381
+748
| +4% | +$123K | 0.61% | 35 |
|
|
2022
Q2 | $3.25M | Sell |
16,633
-400
| -2% | -$78.2K | 0.61% | 36 |
|
|
2022
Q1 | $3.81M | Buy |
+17,033
| New | +$3.81M | 0.72% | 32 |
|