Retirement Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $199K | Sell |
544
-18,467
| -97% | -$6.77M | 0.07% | 110 |
|
|
2023
Q4 | $5.62M | Buy |
19,011
+51
| +0.3% | +$15.1K | 2.27% | 9 |
|
|
2023
Q3 | $5.18M | Sell |
18,960
-7
| -0% | -$1.91K | 2.16% | 12 |
|
|
2023
Q2 | $4.67M | Sell |
18,967
-739
| -4% | -$182K | 1.94% | 12 |
|
|
2023
Q1 | $4.51M | Buy |
19,706
+129
| +0.7% | +$29.5K | 2.06% | 11 |
|
|
2022
Q4 | $4.69M | Sell |
19,577
-561
| -3% | -$134K | 2.27% | 11 |
|
|
2022
Q3 | $3.3M | Buy |
20,138
+54
| +0.3% | +$8.86K | 2.65% | 9 |
|
|
2022
Q2 | $3.59M | Buy |
20,084
+61
| +0.3% | +$10.9K | 1.49% | 13 |
|
|
2022
Q1 | $4.46M | Buy |
20,023
+94
| +0.5% | +$20.9K | 1.72% | 12 |
|
|
2021
Q4 | $4.12M | Buy |
19,929
+356
| +2% | +$73.6K | 1.8% | 11 |
|
|
2021
Q3 | $3.76M | Buy |
19,573
+102
| +0.5% | +$19.6K | 1.73% | 13 |
|
|
2021
Q2 | $4.24M | Sell |
19,471
-2,713
| -12% | -$590K | 2.04% | 10 |
|
|
2021
Q1 | $5.14M | Sell |
22,184
-70
| -0.3% | -$16.2K | 2.33% | 10 |
|
|
2020
Q4 | $4.05M | Sell |
22,254
-585
| -3% | -$106K | 1.86% | 16 |
|
|
2020
Q3 | $3.41M | Buy |
22,839
+56
| +0.2% | +$8.35K | 1.91% | 13 |
|
|
2020
Q2 | $2.88M | Buy |
+22,783
| New | +$2.88M | 1.79% | 13 |
|
|
2019
Q4 | $3.34M | Buy |
+22,624
| New | +$3.34M | 2.17% | 10 |
|