Quest Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $238K | Hold |
1,149
| – | – | 0.04% | 279 |
|
|
2021
Q3 | $221K | Sell |
1,149
-597
| -34% | -$115K | 0.04% | 273 |
|
|
2021
Q2 | $380K | Sell |
1,746
-167
| -9% | -$36.3K | 0.08% | 174 |
|
|
2021
Q1 | $444K | Buy |
1,913
+27
| +1% | +$6.27K | 0.1% | 136 |
|
|
2020
Q4 | $343K | Sell |
1,886
-70
| -4% | -$12.7K | 0.08% | 156 |
|
|
2020
Q3 | $292K | Buy |
+1,956
| New | +$292K | 0.08% | 158 |
|