IndexIQ Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.47M | Buy |
15,565
+2,963
| +24% | +$660K | 0.12% | 171 |
|
|
2021
Q4 | $2.61M | Buy |
12,602
+319
| +3% | +$65.9K | 0.09% | 205 |
|
|
2021
Q3 | $2.36M | Sell |
12,283
-185
| -1% | -$35.5K | 0.08% | 223 |
|
|
2021
Q2 | $2.71M | Sell |
12,468
-172
| -1% | -$37.4K | 0.09% | 200 |
|
|
2021
Q1 | $2.93M | Buy |
+12,640
| New | +$2.93M | 0.1% | 185 |
|