Icon Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $216K | Sell |
791
-4
| -0.5% | -$1.09K | 0.02% | 274 |
|
|
2023
Q2 | $196K | Buy |
795
+182
| +30% | +$44.8K | 0.02% | 318 |
|
|
2023
Q1 | $140K | Buy |
+613
| New | +$140K | 0.02% | 354 |
|
|
2019
Q2 | – | Sell |
-663
| Closed | -$90K | – | 255 |
|
|
2019
Q1 | $90K | Buy |
+663
| New | +$90K | 0.03% | 239 |
|
|
2018
Q3 | – | Sell |
-1,306
| Closed | -$177K | – | 342 |
|
|
2018
Q2 | $177K | Sell |
1,306
-225
| -15% | -$30.5K | 0.07% | 172 |
|
|
2018
Q1 | $226K | Sell |
1,531
-55
| -3% | -$8.12K | 0.12% | 153 |
|
|
2017
Q4 | $250K | Buy |
+1,586
| New | +$250K | 0.12% | 152 |
|