Pegasus Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $296K | Hold |
756
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $252K | Buy |
756
+202
| +36% | +$67.3K | 0.03% | 139 |
|
|
2024
Q1 | $203K | Buy |
+554
| New | +$203K | 0.02% | 147 |
|
|
2015
Q4 | – | Sell |
-3,100
| Closed | -$203K | – | 95 |
|
|
2015
Q3 | $203K | Hold |
3,100
| – | – | 0.12% | 82 |
|
|
2015
Q2 | $263K | Buy |
+3,100
| New | +$263K | 0.12% | 84 |
|