Laidlaw Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,164
| Closed | -$344K | – | 183 |
|
|
2023
Q4 | $344K | Buy |
+1,164
| New | +$344K | 0.13% | 169 |
|
|
2023
Q3 | – | Sell |
-1,322
| Closed | -$325K | – | 282 |
|
|
2023
Q2 | $325K | Sell |
1,322
-91
| -6% | -$22.4K | 0.06% | 254 |
|
|
2023
Q1 | $323K | Sell |
1,413
-65
| -4% | -$14.9K | 0.07% | 251 |
|
|
2022
Q4 | $354K | Sell |
1,478
-372
| -20% | -$89.1K | 0.08% | 240 |
|
|
2022
Q3 | $304K | Buy |
1,850
+176
| +11% | +$28.9K | 0.07% | 233 |
|
|
2022
Q2 | $299K | Sell |
1,674
-266
| -14% | -$47.5K | 0.06% | 266 |
|
|
2022
Q1 | $432K | Sell |
1,940
-3,141
| -62% | -$699K | 0.07% | 238 |
|
|
2021
Q4 | $1.05M | Buy |
+5,081
| New | +$1.05M | 0.17% | 141 |
|
|
2021
Q1 | – | Sell |
-6,724
| Closed | -$1.22M | – | 239 |
|
|
2020
Q4 | $1.22M | Buy |
+6,724
| New | +$1.22M | 0.26% | 106 |
|