NWK Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,191
| Closed | -$660K | – | 80 |
|
2021
Q4 | $660K | Buy |
3,191
+171
| +6% | +$35.4K | 0.24% | 42 |
|
2021
Q3 | $580K | Sell |
3,020
-16,568
| -85% | -$3.18M | 0.23% | 43 |
|
2021
Q2 | $4.26M | Buy |
19,588
+42
| +0.2% | +$9.14K | 1.7% | 26 |
|
2021
Q1 | $4.53M | Sell |
19,546
-175
| -0.9% | -$40.6K | 1.98% | 15 |
|
2020
Q4 | $3.59M | Buy |
+19,721
| New | +$3.59M | 1.54% | 26 |
|