Professional Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-257
| Closed | -$42K | – | 133 |
|
|
2022
Q3 | $42K | Hold |
257
| – | – | 0.03% | 154 |
|
|
2022
Q2 | $46K | Hold |
257
| – | – | 0.03% | 151 |
|
|
2022
Q1 | $57K | Hold |
257
| – | – | 0.02% | 135 |
|
|
2021
Q4 | $53K | Hold |
257
| – | – | 0.02% | 164 |
|
|
2021
Q3 | $49K | Hold |
257
| – | – | 0.03% | 139 |
|
|
2021
Q2 | $55K | Buy |
257
+222
| +634% | +$47.5K | 0.03% | 136 |
|
|
2021
Q1 | $8K | Hold |
35
| – | – | 0.01% | 257 |
|
|
2020
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 264 |
|