Landsberg Bennett & Dubbaneh’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $302K | Buy |
1,556
+11
| +0.7% | +$2.14K | 0.04% | 233 |
|
|
2021
Q2 | $332K | Buy |
1,545
+5
| +0.3% | +$1.07K | 0.04% | 220 |
|
|
2021
Q1 | $358K | Sell |
1,540
-7
| -0.5% | -$1.63K | 0.05% | 194 |
|
|
2020
Q4 | $282K | Buy |
1,547
+14
| +0.9% | +$2.55K | 0.04% | 184 |
|
|
2020
Q3 | $226K | Buy |
+1,533
| New | +$226K | 0.04% | 190 |
|
|
2020
Q1 | – | Sell |
-2,560
| Closed | -$378K | – | 156 |
|
|
2019
Q4 | $378K | Sell |
2,560
-3,505
| -58% | -$518K | 0.09% | 187 |
|
|
2019
Q3 | $768K | Sell |
6,065
-217
| -3% | -$27.5K | 0.21% | 109 |
|
|
2019
Q2 | $858K | Buy |
6,282
+3
| +0% | +$410 | 0.22% | 106 |
|
|
2019
Q1 | $874K | Buy |
+6,279
| New | +$874K | 0.21% | 116 |
|