Johnson Midwest Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $134K | Buy |
490
+2
| +0.4% | +$546 | 0.3% | 42 |
|
|
2023
Q2 | $120K | Buy |
488
+2
| +0.4% | +$492 | 0.11% | 47 |
|
|
2023
Q1 | $111K | Buy |
486
+2
| +0.4% | +$458 | 0.16% | 47 |
|
|
2022
Q4 | $116K | Buy |
484
+2
| +0.4% | +$479 | 0.42% | 41 |
|
|
2022
Q3 | $79 | Buy |
482
+2
| +0.4% | – | 0.3% | 56 |
|
|
2022
Q2 | $86K | Buy |
480
+2
| +0.4% | +$358 | 0.12% | 59 |
|
|
2022
Q1 | $106K | Buy |
478
+2
| +0.4% | +$444 | 0.15% | 46 |
|
|
2021
Q4 | $98K | Buy |
476
+2
| +0.4% | +$412 | 0.07% | 55 |
|
|
2021
Q3 | $91K | Buy |
474
+243
| +105% | +$46.7K | 0.07% | 59 |
|
|
2021
Q2 | $50K | Hold |
231
| – | – | 0.05% | 95 |
|
|
2021
Q1 | $53K | Buy |
231
+1
| +0.4% | +$229 | 0.06% | 85 |
|
|
2020
Q4 | $42K | Buy |
+230
| New | +$42K | 0.04% | 99 |
|