PFS Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $436K | Buy |
1,770
+14
| +0.8% | +$3.45K | 0.01% | 407 |
|
|
2023
Q1 | $367K | Hold |
1,756
| – | – | 0.01% | 404 |
|
|
2022
Q4 | $421K | Buy |
1,756
+336
| +24% | +$80.6K | 0.01% | 375 |
|
|
2022
Q3 | $233 | Buy |
1,420
+159
| +13% | +$26 | ﹤0.01% | 397 |
|
|
2022
Q2 | $225K | Buy |
+1,261
| New | +$225K | ﹤0.01% | 398 |
|