Salem Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,016
| Closed | -$226K | – | 58 |
|
|
2022
Q1 | $226K | Hold |
1,016
| – | – | 0.13% | 65 |
|
|
2021
Q4 | $210K | Buy |
+1,016
| New | +$210K | 0.11% | 68 |
|
|
2021
Q3 | – | Sell |
-1,016
| Closed | -$221K | – | 72 |
|
|
2021
Q2 | $221K | Sell |
1,016
-50
| -5% | -$10.9K | 0.12% | 72 |
|
|
2021
Q1 | $247K | Buy |
+1,066
| New | +$247K | 0.15% | 63 |
|
|
2016
Q3 | – | Sell |
-2,700
| Closed | -$205K | – | 66 |
|
|
2016
Q2 | $205K | Hold |
2,700
| – | – | 0.12% | 66 |
|
|
2016
Q1 | $207K | Buy |
+2,700
| New | +$207K | 0.12% | 65 |
|
|
2015
Q3 | – | Sell |
-2,700
| Closed | -$229K | – | 68 |
|
|
2015
Q2 | $229K | Hold |
2,700
| – | – | 0.12% | 62 |
|
|
2015
Q1 | $216K | Hold |
2,700
| – | – | 0.11% | 66 |
|
|
2014
Q4 | $247K | Hold |
2,700
| – | – | 0.12% | 66 |
|
|
2014
Q3 | $267K | Hold |
2,700
| – | – | 0.12% | 61 |
|
|
2014
Q2 | $293K | Hold |
2,700
| – | – | 0.13% | 63 |
|
|
2014
Q1 | $268K | Hold |
2,700
| – | – | 0.12% | 65 |
|
|
2013
Q4 | $245K | Hold |
2,700
| – | – | 0.11% | 68 |
|
|
2013
Q3 | $225K | Hold |
2,700
| – | – | 0.1% | 70 |
|
|
2013
Q2 | $223K | Buy |
+2,700
| New | +$223K | 0.11% | 70 |
|