Middleton & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-840
| Closed | -$329K | – | 159 |
|
|
2024
Q3 | $329K | Hold |
840
| – | – | 0.04% | 134 |
|
|
2024
Q2 | $280K | Hold |
840
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $308K | Sell |
840
-250
| -23% | -$91.6K | 0.04% | 142 |
|
|
2023
Q4 | $322K | Hold |
1,090
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $298K | Hold |
1,090
| – | – | 0.04% | 126 |
|
|
2023
Q2 | $268K | Hold |
1,090
| – | – | 0.04% | 135 |
|
|
2023
Q1 | $249K | Hold |
1,090
| – | – | 0.04% | 139 |
|
|
2022
Q4 | $261K | Buy |
+1,090
| New | +$261K | 0.04% | 142 |
|