Leelyn Smith’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-215
| Closed | -$51.5K | – | 153 |
|
|
2022
Q4 | $51.5K | Sell |
215
-1
| -0.5% | -$240 | 0.01% | 179 |
|
|
2022
Q3 | $35K | Hold |
216
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $39K | Buy |
216
+73
| +51% | +$13.2K | 0.01% | 205 |
|
|
2022
Q1 | $32K | Hold |
143
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $30K | Hold |
143
| – | – | 0.01% | 222 |
|
|
2021
Q3 | $27K | Hold |
143
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $31K | Hold |
143
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $33K | Buy |
143
+1
| +0.7% | +$231 | 0.01% | 217 |
|
|
2020
Q4 | $26K | Hold |
142
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $21K | Sell |
142
-1
| -0.7% | -$148 | 0.01% | 222 |
|
|
2020
Q2 | $18K | Hold |
143
| – | – | 0.01% | 276 |
|
|
2020
Q1 | $17K | Hold |
143
| – | – | 0.01% | 212 |
|
|
2019
Q4 | $21 | Buy |
+143
| New | +$21 | 0.01% | 221 |
|