MBM Wealth Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-176
| Closed | -$40K | – | 127 |
|
|
2023
Q1 | $40K | Hold |
176
| – | – | 0.02% | 164 |
|
|
2022
Q4 | $42K | Hold |
176
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $30K | Buy |
176
+21
| +14% | +$3.58K | 0.01% | 171 |
|
|
2022
Q2 | $28K | Sell |
155
-25
| -14% | -$4.52K | 0.01% | 184 |
|
|
2022
Q1 | $40K | Hold |
180
| – | – | 0.02% | 193 |
|
|
2021
Q4 | $37K | Hold |
180
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $35K | Buy |
180
+25
| +16% | +$4.86K | 0.02% | 166 |
|
|
2021
Q2 | $34K | Hold |
155
| – | – | 0.02% | 159 |
|
|
2021
Q1 | $36K | Hold |
155
| – | – | 0.02% | 153 |
|
|
2020
Q4 | $28K | Sell |
155
-165
| -52% | -$29.8K | 0.02% | 156 |
|
|
2020
Q3 | $48K | Hold |
320
| – | – | 0.03% | 129 |
|
|
2020
Q2 | $41K | Hold |
320
| – | – | 0.03% | 128 |
|
|
2020
Q1 | $37K | Hold |
320
| – | – | 0.03% | 117 |
|
|
2019
Q4 | $47K | Buy |
+320
| New | +$47K | 0.03% | 124 |
|