Karp Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,112
| Closed | -$2.7M | – | 124 |
|
|
2022
Q2 | $2.7M | Buy |
15,112
+135
| +0.9% | +$24.1K | 0.48% | 71 |
|
|
2022
Q1 | $3.34M | Buy |
+14,977
| New | +$3.34M | 0.49% | 66 |
|
|
2019
Q1 | – | Sell |
-75
| Closed | -$10K | – | 147 |
|
|
2018
Q4 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 265 |
|
|
2018
Q3 | – | Sell |
-2,788
| Closed | -$378K | – | 115 |
|
|
2018
Q2 | $378K | Buy |
2,788
+1,225
| +78% | +$166K | 0.15% | 99 |
|
|
2018
Q1 | $230K | Buy |
+1,563
| New | +$230K | 0.09% | 112 |
|