Piershale Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.15K | Hold |
25
| – | – | ﹤0.01% | 150 |
|
|
2023
Q1 | $5.72K | Hold |
25
| – | – | ﹤0.01% | 154 |
|
|
2022
Q4 | $5.99K | Buy |
+25
| New | +$5.99K | 0.01% | 154 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$30K | – | 179 |
|
|
2014
Q1 | $30K | Hold |
300
| – | – | 0.04% | 50 |
|
|
2013
Q4 | $27K | Sell |
300
-3
| -1% | -$270 | 0.04% | 40 |
|
|
2013
Q3 | $25K | Buy |
303
+3
| +1% | +$248 | 0.02% | 50 |
|
|
2013
Q2 | $25K | Buy |
+300
| New | +$25K | 0.05% | 37 |
|