Leo Brokerage’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $721K | Buy |
2,932
+23
| +0.8% | +$5.66K | 0.08% | 149 |
|
|
2023
Q1 | $666K | Buy |
+2,909
| New | +$666K | 0.1% | 151 |
|
|
2022
Q2 | $322K | Sell |
1,801
-214
| -11% | -$38.3K | 0.09% | 129 |
|
|
2022
Q1 | $449K | Buy |
+2,015
| New | +$449K | 0.07% | 157 |
|
|
2021
Q3 | $390K | Buy |
2,032
+71
| +4% | +$13.6K | 0.07% | 123 |
|
|
2021
Q2 | $427K | Sell |
1,961
-130
| -6% | -$28.3K | 0.09% | 121 |
|
|
2021
Q1 | $485K | Sell |
2,091
-40
| -2% | -$9.28K | 0.14% | 99 |
|
|
2020
Q4 | $388K | Sell |
2,131
-638
| -23% | -$116K | 0.13% | 107 |
|
|
2020
Q3 | $350K | Buy |
+2,769
| New | +$350K | 0.14% | 85 |
|