PPSG
Princeton Portfolio Strategies Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,180
| Closed | -$274K | – | 143 |
|
|
2021
Q1 | $274K | Hold |
1,180
| – | – | 0.05% | 140 |
|
|
2020
Q4 | $215K | Buy |
+1,180
| New | +$215K | 0.04% | 151 |
|
|
2018
Q1 | – | Sell |
-2,980
| Closed | -$470K | – | 153 |
|
|
2017
Q4 | $470K | Hold |
2,980
| – | – | 0.13% | 119 |
|
|
2017
Q3 | $372K | Hold |
2,980
| – | – | 0.1% | 136 |
|
|
2017
Q2 | $320K | Hold |
2,980
| – | – | 0.09% | 137 |
|
|
2017
Q1 | $276K | Hold |
2,980
| – | – | 0.08% | 141 |
|
|
2016
Q4 | $276K | Hold |
2,980
| – | – | 0.09% | 135 |
|
|
2016
Q3 | $265K | Hold |
2,980
| – | – | 0.08% | 128 |
|
|
2016
Q2 | $226K | Hold |
2,980
| – | – | 0.07% | 132 |
|
|
2016
Q1 | $228K | Hold |
2,980
| – | – | 0.08% | 130 |
|
|
2015
Q4 | $203K | Buy |
+2,980
| New | +$203K | 0.07% | 131 |
|
|
2014
Q3 | – | Sell |
-2,980
| Closed | -$324K | – | 115 |
|
|
2014
Q2 | $324K | Sell |
2,980
-3,837
| -56% | -$417K | 0.14% | 103 |
|
|
2014
Q1 | $677K | Buy |
6,817
+1,250
| +22% | +$124K | 0.45% | 76 |
|
|
2013
Q4 | $506K | Hold |
5,567
| – | – | 0.34% | 82 |
|
|
2013
Q3 | $464K | Buy |
5,567
+100
| +2% | +$8.34K | 0.34% | 79 |
|
|
2013
Q2 | $451K | Buy |
+5,467
| New | +$451K | 0.37% | 75 |
|