MIAN
Mariner Independent Advisor Network’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.63M | Sell |
22,111
-156
| -0.7% | -$25.6K | 0.16% | 148 |
|
|
2022
Q2 | $3.99M | Buy |
22,267
+3,912
| +21% | +$701K | 0.17% | 141 |
|
|
2022
Q1 | $4.07M | Buy |
18,355
+5,129
| +39% | +$1.14M | 0.16% | 149 |
|
|
2021
Q4 | $2.74M | Sell |
13,226
-595
| -4% | -$123K | 0.13% | 181 |
|
|
2021
Q3 | $2.7M | Buy |
13,821
+1,191
| +9% | +$232K | 0.13% | 175 |
|
|
2021
Q2 | $2.75M | Buy |
12,630
+1,565
| +14% | +$341K | 0.12% | 185 |
|
|
2021
Q1 | $2.57M | Sell |
11,065
-983
| -8% | -$228K | 0.13% | 160 |
|
|
2020
Q4 | $2.19M | Buy |
+12,048
| New | +$2.19M | 0.12% | 186 |
|
|
2020
Q2 | – | Sell |
-15,976
| Closed | -$1.8M | – | 317 |
|
|
2020
Q1 | $1.8M | Buy |
15,976
+178
| +1% | +$20K | 0.16% | 141 |
|
|
2019
Q4 | $2.34M | Buy |
15,798
+17
| +0.1% | +$2.52K | 0.17% | 132 |
|
|
2019
Q3 | $1.95M | Buy |
15,781
+4,496
| +40% | +$554K | 0.15% | 164 |
|
|
2019
Q2 | $1.53M | Sell |
11,285
-687
| -6% | -$93.2K | 0.12% | 188 |
|
|
2019
Q1 | $1.66M | Sell |
11,972
-1,854
| -13% | -$258K | 0.14% | 162 |
|
|
2018
Q4 | $1.81M | Buy |
+13,826
| New | +$1.81M | 0.16% | 145 |
|
|
2018
Q3 | – | Sell |
-25,315
| Closed | -$3.43M | – | 232 |
|
|
2018
Q2 | $3.43M | Sell |
25,315
-24,947
| -50% | -$3.38M | 0.61% | 45 |
|
|
2018
Q1 | $7.41M | Buy |
50,262
+15,095
| +43% | +$2.22M | 0.46% | 52 |
|
|
2017
Q4 | $5.54M | Buy |
35,167
+11,535
| +49% | +$1.82M | 0.58% | 39 |
|
|
2017
Q3 | $2.95M | Buy |
+23,632
| New | +$2.95M | 0.48% | 56 |
|
|
2015
Q1 | – | Sell |
-2,770
| Closed | -$254K | – | 92 |
|
|
2014
Q4 | $254K | Buy |
+2,770
| New | +$254K | 0.12% | 138 |
|
|
2014
Q3 | – | Sell |
-2,724
| Closed | -$296K | – | 141 |
|
|
2014
Q2 | $296K | Buy |
+2,724
| New | +$296K | 0.15% | 92 |
|