Meitav Investment House’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-127,520
| Closed | -$37.7M | – | 241 |
|
|
2023
Q4 | $37.7M | Buy |
127,520
+28,202
| +28% | +$8.33M | 0.55% | 60 |
|
|
2023
Q3 | $27.6M | Sell |
99,318
-28,775
| -22% | -$8.01M | 0.45% | 64 |
|
|
2023
Q2 | $31.3M | Buy |
128,093
+67,568
| +112% | +$16.5M | 0.5% | 60 |
|
|
2023
Q1 | $13.6M | Sell |
60,525
-15,393
| -20% | -$3.46M | 0.23% | 94 |
|
|
2022
Q4 | $18.3M | Buy |
75,918
+1,318
| +2% | +$317K | 0.31% | 84 |
|
|
2022
Q3 | $12.4M | Buy |
74,600
+12,500
| +20% | +$2.07M | 0.22% | 96 |
|
|
2022
Q2 | $11M | Sell |
62,100
-9,850
| -14% | -$1.75M | 0.19% | 98 |
|
|
2022
Q1 | $15.9M | Buy |
71,950
+70,967
| +7,219% | +$15.7M | 0.24% | 85 |
|
|
2021
Q4 | $203K | Buy |
+983
| New | +$203K | ﹤0.01% | 373 |
|
|
2021
Q2 | – | Sell |
-7,058
| Closed | -$1.64K | – | 416 |
|
|
2021
Q1 | $1.64K | Buy |
+7,058
| New | +$1.64K | 0.05% | 177 |
|
|
2018
Q4 | – | Sell |
-2,264
| Closed | -$346K | – | 357 |
|
|
2018
Q3 | $346K | Buy |
2,264
+400
| +21% | +$61.1K | 0.02% | 379 |
|
|
2018
Q2 | $258K | Buy |
+1,864
| New | +$258K | 0.01% | 392 |
|