IECM
Intrinsic Edge Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,900
| Closed | -$1.62M | – | 225 |
|
|
2020
Q4 | $1.62M | Buy |
8,900
+5,900
| +197% | +$1.07M | 0.12% | 185 |
|
|
2020
Q3 | $447K | Buy |
+3,000
| New | +$447K | 0.03% | 228 |
|
|
2018
Q3 | – | Sell |
-80,157
| Closed | -$10.9M | – | 144 |
|
|
2018
Q2 | $10.9M | Buy |
+80,157
| New | +$10.9M | 1.28% | 24 |
|