Mosaic Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,890
| Closed | -$391K | – | 24 |
|
|
2021
Q4 | $391K | Sell |
1,890
-1,316
| -41% | -$272K | 0.29% | 29 |
|
|
2021
Q3 | $615K | Sell |
3,206
-279
| -8% | -$53.5K | 0.41% | 18 |
|
|
2021
Q2 | $758K | Sell |
3,485
-91
| -3% | -$19.8K | 0.49% | 16 |
|
|
2021
Q1 | $829K | Sell |
3,576
-1,232
| -26% | -$286K | 0.7% | 11 |
|
|
2020
Q4 | $875K | Buy |
+4,808
| New | +$875K | 0.8% | 16 |
|