Sanford Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $376K | Hold |
1,569
| – | – | 0.09% | 99 |
|
|
2022
Q3 | $258K | Hold |
1,569
| – | – | 0.07% | 97 |
|
|
2022
Q2 | $280K | Hold |
1,569
| – | – | 0.08% | 96 |
|
|
2022
Q1 | $350K | Hold |
1,569
| – | – | 0.1% | 79 |
|
|
2021
Q4 | $324K | Hold |
1,569
| – | – | 0.07% | 86 |
|
|
2021
Q3 | $301K | Hold |
1,569
| – | – | 0.08% | 86 |
|
|
2021
Q2 | $342K | Buy |
1,569
+42
| +3% | +$9.16K | 0.09% | 79 |
|
|
2021
Q1 | $354K | Hold |
1,527
| – | – | 0.1% | 78 |
|
|
2020
Q4 | $278K | Buy |
+1,527
| New | +$278K | 0.09% | 82 |
|