Marvin & Palmer Associates’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,185
Closed -$2.39M 36
2024
Q2
$2.39M Sell
7,185
-4,049
-36% -$1.35M 2.45% 24
2024
Q1
$4.12M Buy
+11,234
New +$4.12M 4.08% 11
2023
Q2
Sell
-40,427
Closed -$9.25M 36
2023
Q1
$9.25M Buy
+40,427
New +$9.25M 4.66% 11