Madden Securities’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 |
-390
| Closed | -$93.4K | – | 131 |
|
|
2022
Q4 | $93.4K | Buy |
+390
| New | +$93.4K | 0.05% | 140 |
|
|
2021
Q1 | – | Sell |
-1,177
| Closed | -$214K | – | 135 |
|
|
2020
Q4 | $214K | Buy |
+1,177
| New | +$214K | 0.14% | 121 |
|
|
2019
Q4 | $625K | Buy |
+4,250
| New | +$625K | 0.63% | 46 |
|