New England Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,221
| Closed | -$200K | – | 127 |
|
|
2022
Q3 | $200K | Buy |
+1,221
| New | +$200K | ﹤0.01% | 122 |
|
|
2021
Q4 | – | Sell |
-944
| Closed | -$181K | – | 174 |
|
|
2021
Q3 | $181K | Buy |
+944
| New | +$181K | ﹤0.01% | 153 |
|
|
2015
Q1 | – | Sell |
-2,840
| Closed | -$260K | – | 175 |
|
|
2014
Q4 | $260K | Hold |
2,840
| – | – | 0.01% | 122 |
|
|
2014
Q3 | $281K | Hold |
2,840
| – | – | 0.01% | 124 |
|
|
2014
Q2 | $309K | Buy |
+2,840
| New | +$309K | 0.01% | 128 |
|