Mitsubishi UFJ Morgan Stanley Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70
| Closed | -$17K | – | 46 |
|
|
2022
Q4 | $17K | Buy |
70
+40
| +133% | +$9.71K | 0.15% | 88 |
|
|
2022
Q3 | $5K | Hold |
30
| – | – | 0.07% | 139 |
|
|
2022
Q2 | $5K | Hold |
30
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $7K | Sell |
30
-120
| -80% | -$28K | 0.01% | 134 |
|
|
2021
Q4 | $31K | Sell |
150
-160
| -52% | -$33.1K | 0.02% | 110 |
|
|
2021
Q3 | $60K | Buy |
+310
| New | +$60K | 0.06% | 57 |
|
|
2014
Q4 | $7K | Hold |
80
| – | – | 0.01% | 239 |
|
|
2014
Q3 | $8K | Buy |
+80
| New | +$8K | 0.02% | 205 |
|
|
2014
Q2 | – | Sell |
-190
| Closed | -$19K | – | 242 |
|
|
2014
Q1 | $19K | Buy |
+190
| New | +$19K | 0.05% | 125 |
|