O'Dell Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-315
| Closed | -$93.2K | – | 145 |
|
|
2023
Q4 | $93.2K | Buy |
+315
| New | +$93.2K | 0.02% | 151 |
|
|
2023
Q3 | – | Sell |
-315
| Closed | -$77.4K | – | 131 |
|
|
2023
Q2 | $77.4K | Buy |
+315
| New | +$77.4K | 0.02% | 152 |
|
|
2022
Q4 | – | Sell |
-314
| Closed | -$52K | – | 121 |
|
|
2022
Q3 | $52K | Hold |
314
| – | – | 0.02% | 142 |
|
|
2022
Q2 | $56K | Hold |
314
| – | – | 0.02% | 144 |
|
|
2022
Q1 | $70K | Buy |
314
+1
| +0.3% | +$223 | 0.02% | 148 |
|
|
2021
Q4 | $65K | Buy |
313
+150
| +92% | +$31.2K | 0.02% | 144 |
|
|
2021
Q3 | $31K | Buy |
+163
| New | +$31K | 0.01% | 195 |
|