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Nalls Sherbakoff Group’s Caterpillar CAT Stock Holding History

Nalls Sherbakoff Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$74.2K Sell
251
-350
-58% -$103K 0.07% 136
2023
Q3 		$164K Buy
601
+100
+20% +$27.3K 0.16% 89
2023
Q2 		$103K Buy
501
+250
+100% +$51.4K 0.1% 110
2023
Q1 		$56.4K Buy
+251
New +$56.4K 0.06% 154