Imprint Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.32M | Buy |
9,124
+2,488
| +37% | +$905K | 0.8% | 27 |
|
|
2023
Q4 | $1.96M | Sell |
6,636
-54
| -0.8% | -$16K | 1.58% | 12 |
|
|
2023
Q3 | $1.83M | Buy |
6,690
+448
| +7% | +$122K | 1.54% | 13 |
|
|
2023
Q2 | $1.54M | Buy |
6,242
+110
| +2% | +$27.1K | 0.97% | 27 |
|
|
2023
Q1 | $1.4M | Buy |
+6,132
| New | +$1.4M | 0.92% | 27 |
|