Reitz Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,050
| Closed | -$234K | – | 57 |
|
|
2022
Q1 | $234K | Buy |
1,050
+25
| +2% | +$5.57K | 0.17% | 48 |
|
|
2021
Q4 | $223K | Buy |
+1,025
| New | +$223K | 0.16% | 46 |
|
|
2021
Q3 | – | Sell |
-1,025
| Closed | -$223K | – | 50 |
|
|
2021
Q2 | $223K | Buy |
+1,025
| New | +$223K | 0.16% | 46 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$114K | – | 54 |
|
|
2020
Q2 | $114K | Buy |
+900
| New | +$114K | 0.14% | 46 |
|