Raub Brock Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,045
| Closed | -$309K | – | 44 |
|
|
2023
Q4 | $309K | Sell |
1,045
-24
| -2% | -$7.1K | 0.06% | 57 |
|
|
2023
Q3 | $292K | Hold |
1,069
| – | – | 0.06% | 55 |
|
|
2023
Q2 | $263K | Buy |
+1,069
| New | +$263K | 0.05% | 62 |
|
|
2021
Q2 | – | Sell |
-869
| Closed | -$201K | – | 56 |
|
|
2021
Q1 | $201K | Buy |
+869
| New | +$201K | 0.03% | 67 |
|