RM
Resource Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $830K | Sell |
4,017
-282
| -7% | -$58.3K | 0.09% | 80 |
|
|
2021
Q3 | $825K | Sell |
4,299
-398
| -8% | -$76.4K | 0.09% | 75 |
|
|
2021
Q2 | $1.02M | Buy |
4,697
+518
| +12% | +$113K | 0.12% | 63 |
|
|
2021
Q1 | $969K | Buy |
4,179
+303
| +8% | +$70.3K | 0.12% | 65 |
|
|
2020
Q4 | $706K | Buy |
3,876
+223
| +6% | +$40.6K | 0.1% | 75 |
|
|
2020
Q3 | $545K | Sell |
3,653
-61
| -2% | -$9.1K | 0.09% | 82 |
|
|
2020
Q2 | $469K | Sell |
3,714
-196
| -5% | -$24.8K | 0.08% | 80 |
|
|
2020
Q1 | $454K | Buy |
3,910
+227
| +6% | +$26.4K | 0.1% | 71 |
|
|
2019
Q4 | $544K | Sell |
3,683
-343
| -9% | -$50.7K | 0.09% | 74 |
|
|
2019
Q3 | $508K | Sell |
4,026
-48
| -1% | -$6.06K | 0.09% | 78 |
|
|
2019
Q2 | $555K | Sell |
4,074
-1,352
| -25% | -$184K | 0.1% | 76 |
|
|
2019
Q1 | $735K | Buy |
5,426
+515
| +10% | +$69.8K | 0.13% | 64 |
|
|
2018
Q4 | $624K | Buy |
4,911
+73
| +2% | +$9.28K | 0.13% | 64 |
|
|
2018
Q3 | $738K | Buy |
4,838
+544
| +13% | +$83K | 0.13% | 60 |
|
|
2018
Q2 | $582K | Buy |
4,294
+27
| +0.6% | +$3.66K | 0.11% | 66 |
|
|
2018
Q1 | $629K | Buy |
4,267
+224
| +6% | +$33K | 0.13% | 62 |
|
|
2017
Q4 | $623K | Buy |
+4,043
| New | +$623K | 0.13% | 65 |
|