Personal Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.48M | Sell |
6,190
-265
| -4% | -$63.5K | 0.01% | 225 |
|
|
2022
Q3 | $1.06M | Buy |
6,455
+476
| +8% | +$78.1K | 0.01% | 232 |
|
|
2022
Q2 | $1.07M | Buy |
5,979
+1,043
| +21% | +$186K | 0.01% | 232 |
|
|
2022
Q1 | $1.1M | Sell |
4,936
-597
| -11% | -$133K | 0.01% | 242 |
|
|
2021
Q4 | $1.12M | Buy |
5,533
+167
| +3% | +$33.9K | 0.01% | 261 |
|
|
2021
Q3 | $1.03M | Buy |
5,366
+18
| +0.3% | +$3.46K | 0.01% | 253 |
|
|
2021
Q2 | $1.16M | Sell |
5,348
-351
| -6% | -$76.4K | 0.01% | 249 |
|
|
2021
Q1 | $1.32M | Buy |
5,699
+1,124
| +25% | +$261K | 0.01% | 241 |
|
|
2020
Q4 | $833K | Buy |
4,575
+943
| +26% | +$172K | 0.01% | 260 |
|
|
2020
Q3 | $542K | Buy |
3,632
+339
| +10% | +$50.6K | ﹤0.01% | 276 |
|
|
2020
Q2 | $417K | Sell |
3,293
-723
| -18% | -$91.6K | ﹤0.01% | 266 |
|
|
2020
Q1 | $433K | Sell |
4,016
-557
| -12% | -$60.1K | ﹤0.01% | 259 |
|
|
2019
Q4 | $675K | Buy |
4,573
+1,085
| +31% | +$160K | 0.01% | 246 |
|
|
2019
Q3 | $440K | Buy |
3,488
+1,354
| +63% | +$171K | ﹤0.01% | 259 |
|
|
2019
Q2 | $291K | Sell |
2,134
-251
| -11% | -$34.2K | ﹤0.01% | 275 |
|
|
2019
Q1 | $323K | Hold |
2,385
| – | – | ﹤0.01% | 261 |
|
|
2018
Q4 | $303K | Sell |
2,385
-119
| -5% | -$15.1K | ﹤0.01% | 260 |
|
|
2018
Q3 | $382K | Buy |
2,504
+148
| +6% | +$22.6K | ﹤0.01% | 235 |
|
|
2018
Q2 | $320K | Buy |
2,356
+139
| +6% | +$18.9K | ﹤0.01% | 235 |
|
|
2018
Q1 | $327K | Sell |
2,217
-173
| -7% | -$25.5K | 0.01% | 211 |
|
|
2017
Q4 | $377K | Buy |
2,390
+186
| +8% | +$29.3K | 0.01% | 197 |
|
|
2017
Q3 | $275K | Sell |
2,204
-39
| -2% | -$4.87K | 0.01% | 199 |
|
|
2017
Q2 | $241K | Sell |
2,243
-383
| -15% | -$41.2K | 0.01% | 201 |
|
|
2017
Q1 | $244K | Buy |
+2,626
| New | +$244K | 0.01% | 191 |
|