Longfellow Investment Management’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 |
-1,490
| Closed | -$441K | – | 281 |
|
|
2023
Q4 | $441K | Buy |
+1,490
| New | +$441K | 0.11% | 95 |
|
|
2022
Q2 | – | Sell |
-2,119
| Closed | -$473K | – | 368 |
|
|
2022
Q1 | $473K | Buy |
+2,119
| New | +$473K | 0.08% | 162 |
|
|
2021
Q2 | – | Sell |
-5,185
| Closed | -$1.2M | – | 450 |
|
|
2021
Q1 | $1.2M | Sell |
5,185
-2,425
| -32% | -$563K | 0.14% | 158 |
|
|
2020
Q4 | $1.39M | Buy |
+7,610
| New | +$1.39M | 0.17% | 137 |
|