Neo Ivy Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,684
| Closed | -$2.89M | – | 286 |
|
|
2024
Q2 | $2.89M | Buy |
+8,684
| New | +$2.89M | 0.57% | 90 |
|
|
2023
Q4 | – | Sell |
-1,760
| Closed | -$480K | – | 305 |
|
|
2023
Q3 | $480K | Buy |
+1,760
| New | +$480K | 0.21% | 157 |
|
|
2022
Q1 | – | Sell |
-231
| Closed | -$48K | – | 496 |
|
|
2021
Q4 | $48K | Buy |
+231
| New | +$48K | 0.07% | 288 |
|
|
2021
Q3 | – | Sell |
-936
| Closed | -$204K | – | 479 |
|
|
2021
Q2 | $204K | Buy |
936
+921
| +6,140% | +$201K | 0.21% | 183 |
|
|
2021
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 447 |
|