Riverwater Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,207
| Closed | -$529K | – | 192 |
|
|
2022
Q4 | $529K | Sell |
2,207
-7
| -0.3% | -$1.68K | 0.45% | 70 |
|
|
2022
Q3 | $363K | Buy |
2,214
+4
| +0.2% | +$656 | 0.36% | 93 |
|
|
2022
Q2 | $395K | Sell |
2,210
-19
| -0.9% | -$3.4K | 0.4% | 81 |
|
|
2022
Q1 | $497K | Buy |
2,229
+38
| +2% | +$8.47K | 0.82% | 56 |
|
|
2021
Q4 | $453K | Buy |
+2,191
| New | +$453K | 0.4% | 85 |
|