Lee Financial’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 |
-167
| Closed | -$49.4K | – | 254 |
|
|
2023
Q4 | $49.4K | Buy |
167
+12
| +8% | +$3.55K | 0.01% | 239 |
|
|
2023
Q3 | $42.3K | Hold |
155
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $38.1K | Hold |
155
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $35.5K | Sell |
155
-3
| -2% | -$687 | 0.01% | 255 |
|
|
2022
Q4 | $37.9K | Hold |
158
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $26K | Sell |
158
-4
| -2% | -$658 | ﹤0.01% | 302 |
|
|
2022
Q2 | $29K | Buy |
162
+42
| +35% | +$7.52K | 0.01% | 291 |
|
|
2022
Q1 | $27K | Sell |
120
-24
| -17% | -$5.4K | ﹤0.01% | 299 |
|
|
2021
Q4 | $30K | Buy |
144
+19
| +15% | +$3.96K | 0.01% | 311 |
|
|
2021
Q3 | $24K | Sell |
125
-150
| -55% | -$28.8K | 0.01% | 304 |
|
|
2021
Q2 | $60K | Hold |
275
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $64K | Buy |
275
+100
| +57% | +$23.3K | 0.02% | 214 |
|
|
2020
Q4 | $32K | Sell |
175
-13
| -7% | -$2.38K | 0.01% | 242 |
|
|
2020
Q3 | $28K | Hold |
188
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $24K | Hold |
188
| – | – | 0.01% | 262 |
|
|
2020
Q1 | $22K | Hold |
188
| – | – | 0.01% | 222 |
|
|
2019
Q4 | $28K | Hold |
188
| – | – | 0.01% | 229 |
|
|
2019
Q3 | $24K | Hold |
188
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $26K | Hold |
188
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $25K | Buy |
188
+13
| +7% | +$1.73K | 0.01% | 235 |
|
|
2018
Q4 | $22K | Sell |
175
-51
| -23% | -$6.41K | 0.01% | 219 |
|
|
2018
Q3 | $34K | Sell |
226
-588
| -72% | -$88.5K | 0.01% | 214 |
|
|
2018
Q2 | $111K | Hold |
814
| – | – | 0.03% | 200 |
|
|
2018
Q1 | $120K | Buy |
814
+639
| +365% | +$94.2K | 0.03% | 191 |
|
|
2017
Q4 | $28K | Hold |
175
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $22K | Hold |
175
| – | – | 0.01% | 240 |
|
|
2017
Q2 | $19K | Hold |
175
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $16K | Hold |
175
| – | – | 0.01% | 226 |
|
|
2016
Q4 | $16K | Buy |
+175
| New | +$16K | 0.01% | 237 |
|