Loveless Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.1M | Sell |
17,320
-160
| -0.9% | -$28.6K | 2.03% | 9 |
|
|
2022
Q1 | $3.9M | Sell |
17,480
-135
| -0.8% | -$30.1K | 2.2% | 8 |
|
|
2021
Q4 | $3.64M | Buy |
17,615
+30
| +0.2% | +$6.2K | 2% | 9 |
|
|
2021
Q3 | $3.38M | Sell |
17,585
-515
| -3% | -$98.9K | 2.05% | 8 |
|
|
2021
Q2 | $3.94M | Sell |
18,100
-560
| -3% | -$122K | 2.4% | 5 |
|
|
2021
Q1 | $4.33M | Buy |
18,660
+100
| +0.5% | +$23.2K | 2.86% | 4 |
|
|
2020
Q4 | $3.38M | Sell |
18,560
-868
| -4% | -$158K | 2.49% | 5 |
|
|
2020
Q3 | $2.9M | Sell |
19,428
-79
| -0.4% | -$11.8K | 2.44% | 6 |
|
|
2020
Q2 | $2.47M | Sell |
19,507
-179
| -0.9% | -$22.6K | 2.3% | 5 |
|
|
2020
Q1 | $2.28M | Buy |
19,686
+456
| +2% | +$52.9K | 2.69% | 4 |
|
|
2019
Q4 | $2.86M | Buy |
+19,230
| New | +$2.86M | 2.46% | 3 |
|