J. Goldman & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-877
| Closed | -$210K | – | 260 |
|
|
2022
Q4 | $210K | Buy |
+877
| New | +$210K | 0.01% | 233 |
|
|
2021
Q1 | – | Sell |
-1,183
| Closed | -$215K | – | 332 |
|
|
2020
Q4 | $215K | Buy |
+1,183
| New | +$215K | 0.01% | 250 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 176 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 175 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 177 |
|
|
2018
Q2 | – | Sell |
-13,799
| Closed | -$2.03M | – | 240 |
|
|
2018
Q1 | $2.03M | Buy |
13,799
+13,790
| +153,222% | +$2.03M | 0.09% | 137 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 211 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 207 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 208 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 206 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 194 |
|
|
2015
Q3 | – | Sell |
-849
| Closed | -$72K | – | 163 |
|
|
2015
Q2 | $72K | Buy |
+849
| New | +$72K | ﹤0.01% | 146 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 157 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 144 |
|