Petrus Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,680
| Closed | -$384K | – | 602 |
|
|
2023
Q1 | $384K | Buy |
+1,680
| New | +$384K | 0.05% | 188 |
|
|
2022
Q1 | – | Sell |
-968
| Closed | -$200K | – | 83 |
|
|
2021
Q4 | $200K | Buy |
+968
| New | +$200K | 0.02% | 113 |
|
|
2021
Q3 | – | Sell |
-942
| Closed | -$205K | – | 86 |
|
|
2021
Q2 | $205K | Buy |
+942
| New | +$205K | 0.02% | 72 |
|