Marino Stram & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,229
| Closed | -$267K | – | 166 |
|
|
2021
Q2 | $267K | Buy |
+1,229
| New | +$267K | 0.07% | 221 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | -$4K | – | 147 |
|
|
2019
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 402 |
|
|
2018
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 393 |
|
|
2018
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 358 |
|
|
2018
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 358 |
|
|
2018
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 393 |
|
|
2017
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 396 |
|