Landmark Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $375K | Sell |
1,267
-60
| -5% | -$17.7K | 0.13% | 65 |
|
|
2023
Q3 | $362K | Sell |
1,327
-315
| -19% | -$86K | 0.15% | 65 |
|
|
2023
Q2 | $404K | Sell |
1,642
-231
| -12% | -$56.8K | 0.17% | 63 |
|
|
2023
Q1 | $429K | Sell |
1,873
-120
| -6% | -$27.5K | 0.19% | 61 |
|
|
2022
Q4 | $477K | Sell |
1,993
-50
| -2% | -$12K | 0.22% | 57 |
|
|
2022
Q3 | $335K | Buy |
2,043
+172
| +9% | +$28.2K | 0.18% | 62 |
|
|
2022
Q2 | $334K | Buy |
1,871
+70
| +4% | +$12.5K | 0.16% | 64 |
|
|
2022
Q1 | $390K | Buy |
1,801
+92
| +5% | +$19.9K | 0.19% | 59 |
|
|
2021
Q4 | $353K | Buy |
1,709
+342
| +25% | +$70.6K | 0.16% | 65 |
|
|
2021
Q3 | $317K | Buy |
1,367
+19
| +1% | +$4.41K | 0.17% | 58 |
|
|
2021
Q2 | $293K | Sell |
1,348
-19
| -1% | -$4.13K | 0.14% | 62 |
|
|
2021
Q1 | $317K | Buy |
1,367
+67
| +5% | +$15.5K | 0.17% | 58 |
|
|
2020
Q4 | $252K | Buy |
+1,300
| New | +$252K | 0.14% | 59 |
|