Resurgent Financial Advisors’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 |
-102
| Closed | -$30.2K | – | 237 |
|
|
2023
Q4 | $30.2K | Sell |
102
-9
| -8% | -$2.66K | 0.02% | 420 |
|
|
2023
Q3 | $30.3K | Sell |
111
-12
| -10% | -$3.28K | 0.02% | 410 |
|
|
2023
Q2 | $30.3K | Sell |
123
-12
| -9% | -$2.95K | 0.02% | 422 |
|
|
2023
Q1 | $30.9K | Sell |
135
-1,525
| -92% | -$349K | 0.02% | 414 |
|
|
2022
Q4 | $398K | Buy |
1,660
+12
| +0.7% | +$2.87K | 0.21% | 107 |
|
|
2022
Q3 | $270K | Hold |
1,648
| – | – | 0.18% | 141 |
|
|
2022
Q2 | $295K | Buy |
+1,648
| New | +$295K | 0.19% | 130 |
|