Norwood Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.54M | Buy |
4,204
+59
| +1% | +$21.6K | 2.22% | 7 |
|
|
2023
Q4 | $1.23M | Buy |
4,145
+150
| +4% | +$44.3K | 1.86% | 8 |
|
|
2023
Q3 | $1.09M | Sell |
3,995
-25
| -0.6% | -$6.83K | 1.76% | 10 |
|
|
2023
Q2 | $989K | Buy |
4,020
+90
| +2% | +$22.1K | 1.48% | 13 |
|
|
2023
Q1 | $899K | Buy |
3,930
+10
| +0.3% | +$2.29K | 1.43% | 14 |
|
|
2022
Q4 | $939K | Sell |
3,920
-10
| -0.3% | -$2.4K | 1.48% | 14 |
|
|
2022
Q3 | $644K | Hold |
3,930
| – | – | 1.14% | 20 |
|
|
2022
Q2 | $703K | Hold |
3,930
| – | – | 1.2% | 20 |
|
|
2022
Q1 | $876K | Buy |
3,930
+325
| +9% | +$72.4K | 1.27% | 19 |
|
|
2021
Q4 | $745K | Buy |
+3,605
| New | +$745K | 1.03% | 23 |
|