PCG
Private Capital Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $188K | Sell |
1,051
-261
| -20% | -$46.7K | 0.14% | 139 |
|
|
2022
Q1 | $292K | Sell |
1,312
-5
| -0.4% | -$1.11K | 0.07% | 177 |
|
|
2021
Q4 | $272K | Sell |
1,317
-11
| -0.8% | -$2.27K | 0.06% | 196 |
|
|
2021
Q3 | $255K | Buy |
1,328
+1
| +0.1% | +$192 | 0.06% | 197 |
|
|
2021
Q2 | $289K | Sell |
1,327
-11
| -0.8% | -$2.4K | 0.07% | 170 |
|
|
2021
Q1 | $310K | Sell |
1,338
-1,234
| -48% | -$286K | 0.08% | 154 |
|
|
2020
Q4 | $468K | Buy |
2,572
+95
| +4% | +$17.3K | 0.09% | 165 |
|
|
2020
Q3 | $369K | Buy |
2,477
+129
| +5% | +$19.2K | 0.08% | 173 |
|
|
2020
Q2 | $297K | Buy |
2,348
+364
| +18% | +$46K | 0.06% | 209 |
|
|
2020
Q1 | $230K | Sell |
1,984
-21
| -1% | -$2.43K | 0.06% | 224 |
|
|
2019
Q4 | $296K | Sell |
2,005
-2,031
| -50% | -$300K | 0.06% | 196 |
|
|
2019
Q3 | $510K | Buy |
4,036
+677
| +20% | +$85.5K | 0.09% | 141 |
|
|
2019
Q2 | $456K | Sell |
3,359
-1,210
| -26% | -$164K | 0.1% | 129 |
|
|
2019
Q1 | $619K | Buy |
4,569
+982
| +27% | +$133K | 0.12% | 116 |
|
|
2018
Q4 | $456K | Sell |
3,587
-129
| -3% | -$16.4K | 0.1% | 138 |
|
|
2018
Q3 | $566K | Sell |
3,716
-43
| -1% | -$6.55K | 0.11% | 129 |
|
|
2018
Q2 | $509K | Buy |
3,759
+362
| +11% | +$49K | 0.11% | 129 |
|
|
2018
Q1 | $501K | Sell |
3,397
-139
| -4% | -$20.5K | 0.11% | 128 |
|
|
2017
Q4 | $557 | Buy |
+3,536
| New | +$557 | 0.13% | 115 |
|