Mitchell Sinkler & Starr’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,980
| Closed | -$1.82M | – | 188 |
|
|
2024
Q1 | $1.82M | Buy |
4,980
+940
| +23% | +$344K | 0.46% | 49 |
|
|
2023
Q4 | $1.19M | Buy |
+4,040
| New | +$1.19M | 0.22% | 86 |
|
|
2023
Q1 | – | Sell |
-4,980
| Closed | -$1.19M | – | 145 |
|
|
2022
Q4 | $1.19M | Buy |
+4,980
| New | +$1.19M | 0.38% | 58 |
|
|
2013
Q3 | – | Sell |
-8,090
| Closed | -$667K | – | 94 |
|
|
2013
Q2 | $667K | Buy |
+8,090
| New | +$667K | 0.15% | 106 |
|