Kingfisher Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $304K | Buy |
778
+22
| +3% | +$8.61K | 0.07% | 148 |
|
|
2024
Q2 | $252K | Hold |
756
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $277K | Hold |
756
| – | – | 0.07% | 139 |
|
|
2023
Q4 | $224K | Hold |
756
| – | – | 0.06% | 154 |
|
|
2023
Q3 | $206K | Buy |
+756
| New | +$206K | 0.06% | 154 |
|
|
2016
Q1 | – | Sell |
-696
| Closed | -$47K | – | 139 |
|
|
2015
Q4 | $47K | Buy |
+696
| New | +$47K | 0.03% | 162 |
|