KLR Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $341K | Sell |
951
-34
| -3% | -$12.2K | 0.25% | 123 |
|
|
2023
Q4 | $291K | Sell |
985
-101
| -9% | -$29.9K | 0.21% | 146 |
|
|
2023
Q3 | $249K | Buy |
1,086
+55
| +5% | +$12.6K | 0.23% | 151 |
|
|
2023
Q2 | $254K | Sell |
1,031
-55
| -5% | -$13.5K | 0.21% | 157 |
|
|
2023
Q1 | $249K | Buy |
1,086
+17
| +2% | +$3.89K | 0.22% | 155 |
|
|
2022
Q4 | $256K | Buy |
+1,069
| New | +$256K | 0.21% | 150 |
|