Nachman Norwood & Parrott’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $963K | Sell |
4,423
-762
| -15% | -$166K | 0.1% | 133 |
|
|
2021
Q1 | $1.2M | Buy |
5,185
+2
| +0% | +$464 | 0.13% | 113 |
|
|
2020
Q4 | $943K | Buy |
5,183
+1,268
| +32% | +$231K | 0.11% | 122 |
|
|
2020
Q3 | $584K | Sell |
3,915
-197
| -5% | -$29.4K | 0.08% | 145 |
|
|
2020
Q2 | $520K | Sell |
4,112
-1,578
| -28% | -$200K | 0.09% | 144 |
|
|
2020
Q1 | $660K | Sell |
5,690
-379
| -6% | -$44K | 0.13% | 114 |
|
|
2019
Q4 | $896K | Buy |
6,069
+521
| +9% | +$76.9K | 0.15% | 109 |
|
|
2019
Q3 | $701K | Sell |
5,548
-130
| -2% | -$16.4K | 0.12% | 130 |
|
|
2019
Q2 | $774K | Sell |
5,678
-1,328
| -19% | -$181K | 0.14% | 117 |
|
|
2019
Q1 | $949K | Buy |
7,006
+55
| +0.8% | +$7.45K | 0.18% | 101 |
|
|
2018
Q4 | $883K | Buy |
+6,951
| New | +$883K | 0.18% | 97 |
|