Kelly Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39
| Closed | -$13K | – | 211 |
|
|
2024
Q2 | $13K | Hold |
39
| – | – | ﹤0.01% | 392 |
|
|
2024
Q1 | $14.3K | Hold |
39
| – | – | 0.01% | 370 |
|
|
2023
Q4 | $11.5K | Hold |
39
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $10.6K | Hold |
39
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $9.6K | Sell |
39
-8
| -17% | -$1.97K | ﹤0.01% | 373 |
|
|
2023
Q1 | $10.8K | Sell |
47
-6
| -11% | -$1.37K | 0.01% | 346 |
|
|
2022
Q4 | $12.7K | Hold |
53
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $8.7K | Hold |
53
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $9.47K | Hold |
53
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $11.8K | Hold |
53
| – | – | 0.01% | 317 |
|
|
2021
Q4 | $11K | Hold |
53
| – | – | 0.01% | 331 |
|
|
2021
Q3 | $10.2K | Sell |
53
-11,481
| -100% | -$2.2M | 0.01% | 329 |
|
|
2021
Q2 | $53K | Buy |
11,534
+11,481
| +21,662% | +$52.8K | ﹤0.01% | 451 |
|
|
2021
Q1 | $12.3K | Hold |
53
| – | – | 0.01% | 277 |
|
|
2020
Q4 | $9.65K | Sell |
53
-15
| -22% | -$2.73K | 0.01% | 277 |
|
|
2020
Q3 | $10.1K | Hold |
68
| – | – | 0.01% | 255 |
|
|
2020
Q2 | $8.6K | Hold |
68
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $7.89K | Hold |
68
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $10K | Hold |
68
| – | – | 0.01% | 231 |
|
|
2019
Q3 | $8.59K | Buy |
68
+29
| +74% | +$3.66K | 0.01% | 240 |
|
|
2019
Q2 | $5.32K | Hold |
39
| – | – | ﹤0.01% | 284 |
|
|
2019
Q1 | $5.28K | Buy |
+39
| New | +$5.28K | 0.01% | 283 |
|