NovaPoint Capital’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 |
-1,839
| Closed | -$613K | – | 131 |
|
|
2024
Q2 | $613K | Hold |
1,839
| – | – | 0.21% | 79 |
|
|
2024
Q1 | $674K | Sell |
1,839
-29
| -2% | -$10.6K | 0.24% | 76 |
|
|
2023
Q4 | $552K | Hold |
1,868
| – | – | 0.21% | 83 |
|
|
2023
Q3 | $510K | Buy |
1,868
+31
| +2% | +$8.46K | 0.2% | 85 |
|
|
2023
Q2 | $452K | Sell |
1,837
-1
| -0.1% | -$246 | 0.17% | 91 |
|
|
2023
Q1 | $421K | Buy |
+1,838
| New | +$421K | 0.17% | 94 |
|