Lloyd Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,065
| Closed | -$291K | – | 174 |
|
|
2023
Q3 | $291K | Buy |
+1,065
| New | +$291K | 0.1% | 186 |
|
|
2022
Q2 | – | Sell |
-307
| Closed | -$68K | – | 140 |
|
|
2022
Q1 | $68K | Buy |
307
+87
| +40% | +$19.3K | 0.03% | 195 |
|
|
2021
Q4 | $45K | Buy |
220
+213
| +3,043% | +$43.6K | 0.02% | 213 |
|
|
2021
Q3 | $1K | Sell |
7
-13
| -65% | -$1.86K | ﹤0.01% | 361 |
|
|
2021
Q2 | $4K | Sell |
20
-2
| -9% | -$400 | ﹤0.01% | 330 |
|
|
2021
Q1 | $5K | Buy |
22
+1
| +5% | +$227 | ﹤0.01% | 285 |
|
|
2020
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 263 |
|
|
2020
Q3 | $3K | Sell |
21
-10
| -32% | -$1.43K | ﹤0.01% | 257 |
|
|
2020
Q2 | $4K | Buy |
31
+1
| +3% | +$129 | ﹤0.01% | 220 |
|
|
2020
Q1 | $4K | Buy |
30
+12
| +67% | +$1.6K | ﹤0.01% | 184 |
|
|
2019
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 267 |
|