Phocas Financial Corp’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 |
-995
| Closed | -$228K | – | 189 |
|
|
2023
Q1 | $228K | Buy |
995
+350
| +54% | +$80.1K | 0.03% | 184 |
|
|
2022
Q4 | $155K | Buy |
+645
| New | +$155K | 0.02% | 196 |
|
|
2013
Q4 | – | Sell |
-3,470
| Closed | -$289K | – | 229 |
|
|
2013
Q3 | $289K | Hold |
3,470
| – | – | 0.03% | 214 |
|
|
2013
Q2 | $286K | Buy |
+3,470
| New | +$286K | 0.03% | 218 |
|