Meristem Family Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,013
| Closed | -$386K | – | 399 |
|
|
2021
Q3 | $386K | Buy |
2,013
+392
| +24% | +$75.2K | 0.04% | 263 |
|
|
2021
Q2 | $353K | Buy |
+1,621
| New | +$353K | 0.06% | 225 |
|
|
2016
Q4 | – | Sell |
-2,931
| Closed | -$260K | – | 113 |
|
|
2016
Q3 | $260K | Buy |
+2,931
| New | +$260K | 0.11% | 94 |
|