New England Investment & Retirement Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.49M | Sell |
12,957
-557
| -4% | -$107K | 0.57% | 42 |
|
|
2021
Q2 | $2.94M | Buy |
13,514
+573
| +4% | +$125K | 0.64% | 41 |
|
|
2021
Q1 | $3M | Buy |
12,941
+300
| +2% | +$69.6K | 0.73% | 34 |
|
|
2020
Q4 | $2.3M | Buy |
+12,641
| New | +$2.3M | 0.54% | 38 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$9K | – | 85 |
|
|
2020
Q1 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 144 |
|