Investors Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,107
| Closed | -$642K | – | 30 |
|
|
2021
Q4 | $642K | Buy |
3,107
+621
| +25% | +$128K | 0.3% | 88 |
|
|
2021
Q3 | $477K | Sell |
2,486
-39
| -2% | -$7.48K | 0.25% | 110 |
|
|
2021
Q2 | $550K | Buy |
2,525
+471
| +23% | +$103K | 0.3% | 93 |
|
|
2021
Q1 | $476K | Buy |
2,054
+896
| +77% | +$208K | 0.28% | 96 |
|
|
2020
Q4 | $211K | Buy |
+1,158
| New | +$211K | 0.14% | 152 |
|