Picton Mahoney Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 373 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 436 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 414 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 423 |
|
|
2013
Q4 | – | Sell |
-17,400
| Closed | -$1.45M | – | 342 |
|
|
2013
Q3 | $1.45M | Buy |
17,400
+11,400
| +190% | +$951K | 0.1% | 158 |
|
|
2013
Q2 | $495K | Buy |
+6,000
| New | +$495K | 0.04% | 211 |
|