KB Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $108K | Buy |
394
+261
| +196% | +$71.5K | 0.03% | 188 |
|
|
2023
Q2 | $33K | Sell |
133
-53
| -28% | -$13.2K | 0.01% | 311 |
|
|
2023
Q1 | $43K | Sell |
186
-1
| -0.5% | -$231 | 0.01% | 276 |
|
|
2022
Q4 | $45K | Hold |
187
| – | – | 0.02% | 271 |
|
|
2022
Q3 | $31K | Sell |
187
-1
| -0.5% | -$166 | 0.01% | 292 |
|
|
2022
Q2 | $34K | Sell |
188
-3
| -2% | -$543 | 0.01% | 285 |
|
|
2022
Q1 | $43K | Sell |
191
-5
| -3% | -$1.13K | 0.01% | 282 |
|
|
2021
Q4 | $41K | Buy |
+196
| New | +$41K | 0.01% | 309 |
|
|
2021
Q3 | – | Sell |
-894
| Closed | -$195K | – | 226 |
|
|
2021
Q2 | $195K | Sell |
894
-616
| -41% | -$134K | 0.07% | 157 |
|
|
2021
Q1 | $350K | Buy |
+1,510
| New | +$350K | 0.15% | 69 |
|