Pine Valley Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.72M | Buy |
7,511
+1,961
| +35% | +$711K | 0.16% | 134 |
|
|
2024
Q3 | $2.17M | Sell |
5,550
-24
| -0.4% | -$9.39K | 0.13% | 160 |
|
|
2024
Q2 | $1.86M | Buy |
5,574
+1
| +0% | +$333 | 0.12% | 158 |
|
|
2024
Q1 | $2.04M | Sell |
5,573
-403
| -7% | -$148K | 0.14% | 149 |
|
|
2023
Q4 | $1.77M | Sell |
5,976
-861
| -13% | -$255K | 0.13% | 158 |
|
|
2023
Q3 | $1.87M | Buy |
6,837
+1,193
| +21% | +$326K | 0.17% | 135 |
|
|
2023
Q2 | $1.39M | Buy |
+5,644
| New | +$1.39M | 0.14% | 149 |
|