PPP
Private Portfolio Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $356K | Sell |
982
-31
| -3% | -$11.2K | 0.07% | 214 |
|
|
2024
Q3 | $396K | Buy |
+1,013
| New | +$396K | 0.07% | 187 |
|
|
2024
Q2 | – | Sell |
-1,008
| Closed | -$369K | – | 112 |
|
|
2024
Q1 | $369K | Sell |
1,008
-473
| -32% | -$173K | 0.08% | 184 |
|
|
2023
Q4 | $438K | Buy |
1,481
+465
| +46% | +$137K | 0.1% | 163 |
|
|
2023
Q3 | $277K | Sell |
1,016
-68
| -6% | -$18.6K | 0.07% | 207 |
|
|
2023
Q2 | $267K | Hold |
1,084
| – | – | 0.07% | 216 |
|
|
2023
Q1 | $248K | Buy |
1,084
+5
| +0.5% | +$1.14K | 0.07% | 209 |
|
|
2022
Q4 | $258K | Sell |
1,079
-874
| -45% | -$209K | 0.07% | 219 |
|
|
2022
Q3 | $321K | Buy |
1,953
+200
| +11% | +$32.8K | 0.09% | 184 |
|
|
2022
Q2 | $313K | Sell |
1,753
-254
| -13% | -$45.4K | 0.09% | 187 |
|
|
2022
Q1 | $447K | Buy |
+2,007
| New | +$447K | 0.11% | 166 |
|
|
2021
Q2 | – | Sell |
-875
| Closed | -$203K | – | 260 |
|
|
2021
Q1 | $203K | Buy |
+875
| New | +$203K | 0.07% | 233 |
|
|
2019
Q3 | – | Sell |
-1,939
| Closed | -$264K | – | 202 |
|
|
2019
Q2 | $264K | Buy |
+1,939
| New | +$264K | 0.11% | 183 |
|