Sanctuary Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.45K | Hold |
4
| – | – | ﹤0.01% | 247 |
|
2024
Q3 | $1.56K | Hold |
4
| – | – | ﹤0.01% | 239 |
|
2024
Q2 | $1.33K | Hold |
4
| – | – | ﹤0.01% | 225 |
|
2024
Q1 | $1.47K | Hold |
4
| – | – | ﹤0.01% | 218 |
|
2023
Q4 | $1.18K | Hold |
4
| – | – | ﹤0.01% | 236 |
|
2023
Q3 | $1.09K | Hold |
4
| – | – | ﹤0.01% | 229 |
|
2023
Q2 | $984 | Buy |
+4
| New | +$984 | ﹤0.01% | 247 |
|
2022
Q4 | $4.79K | Buy |
+20
| New | +$4.79K | 0.01% | 158 |
|