Perpetual Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $503K | Sell |
2,100
-500
| -19% | -$120K | 0.06% | 152 |
|
|
2022
Q3 | $427K | Hold |
2,600
| – | – | 0.06% | 161 |
|
|
2022
Q2 | $465K | Hold |
2,600
| – | – | 0.07% | 158 |
|
|
2022
Q1 | $579K | Hold |
2,600
| – | – | 0.07% | 154 |
|
|
2021
Q4 | $538K | Hold |
2,600
| – | – | 0.06% | 166 |
|
|
2021
Q3 | $499K | Hold |
2,600
| – | – | 0.06% | 157 |
|
|
2021
Q2 | $566K | Hold |
2,600
| – | – | 0.08% | 148 |
|
|
2021
Q1 | $601K | Hold |
2,600
| – | – | 0.1% | 119 |
|
|
2020
Q4 | $468K | Buy |
+2,600
| New | +$468K | 0.07% | 149 |
|