Schrum Private 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 | – | Sell |
-1,096
| Closed | -$429K | – | 130 |
|
|
2024
Q3 | $429K | Buy |
+1,096
| New | +$429K | 0.22% | 103 |
|
|
2024
Q2 | – | Sell |
-548
| Closed | -$201K | – | 128 |
|
|
2024
Q1 | $201K | Buy |
+548
| New | +$201K | 0.18% | 131 |
|
|
2022
Q2 | – | Sell |
-1,015
| Closed | -$213K | – | 117 |
|
|
2022
Q1 | $213K | Buy |
1,015
+5
| +0.5% | +$1.05K | 0.21% | 113 |
|
|
2021
Q4 | $209K | Buy |
+1,010
| New | +$209K | 0.19% | 123 |
|