Mid Atlantic Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.79M | Sell |
14,540
-304
| -2% | -$58.4K | 0.19% | 114 |
|
|
2021
Q2 | $3.23M | Buy |
14,844
+655
| +5% | +$143K | 0.22% | 98 |
|
|
2021
Q1 | $3.29M | Sell |
14,189
-1,169
| -8% | -$271K | 0.24% | 96 |
|
|
2020
Q4 | $2.8M | Buy |
15,358
+8,447
| +122% | +$1.54M | 0.21% | 103 |
|
|
2020
Q3 | $1.18M | Buy |
6,911
+95
| +1% | +$16.2K | 0.1% | 183 |
|
|
2020
Q2 | $862K | Buy |
6,816
+41
| +0.6% | +$5.19K | 0.08% | 217 |
|
|
2020
Q1 | $786K | Buy |
6,775
+227
| +3% | +$26.3K | 0.09% | 212 |
|
|
2019
Q4 | $967K | Buy |
6,548
+77
| +1% | +$11.4K | 0.09% | 227 |
|
|
2019
Q3 | $817K | Sell |
6,471
-13,974
| -68% | -$1.76M | 0.09% | 248 |
|
|
2019
Q2 | $2.79M | Buy |
20,445
+15,965
| +356% | +$2.18M | 0.29% | 74 |
|
|
2019
Q1 | $607K | Sell |
4,480
-115
| -3% | -$15.6K | 0.07% | 318 |
|
|
2018
Q4 | $584K | Buy |
+4,595
| New | +$584K | 0.07% | 290 |
|