Oxler Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-509
| Closed | -$83.6K | – | 122 |
|
|
2022
Q3 | $83.6K | Buy |
509
+3
| +0.6% | +$493 | 0.05% | 154 |
|
|
2022
Q2 | $90.5K | Buy |
+506
| New | +$90.5K | 0.04% | 130 |
|
|
2021
Q1 | – | Sell |
-360
| Closed | -$65K | – | 136 |
|
|
2020
Q4 | $65K | Buy |
+360
| New | +$65K | 0.04% | 148 |
|