Richelieu Gestion’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.18M | Sell |
5,958
-3,492
| -37% | -$1.28M | 2.24% | 23 |
|
|
2023
Q4 | $2.79M | Buy |
9,450
+2,534
| +37% | +$749K | 2.5% | 10 |
|
|
2023
Q3 | $1.89M | Sell |
6,916
-4,752
| -41% | -$1.3M | 1.75% | 31 |
|
|
2023
Q2 | $2.87M | Sell |
11,668
-1,078
| -8% | -$265K | 2.39% | 18 |
|
|
2023
Q1 | $2.92M | Buy |
12,746
+3,060
| +32% | +$700K | 2.64% | 10 |
|
|
2022
Q4 | $2.32M | Sell |
9,686
-3,156
| -25% | -$756K | 2.43% | 19 |
|
|
2022
Q3 | $2.11M | Hold |
12,842
| – | – | 2.51% | 19 |
|
|
2022
Q2 | $2.3M | Buy |
12,842
+1,067
| +9% | +$191K | 2.6% | 20 |
|
|
2022
Q1 | $2.62M | Buy |
+11,775
| New | +$2.62M | 2.09% | 24 |
|