SAMT
Select Asset Management & Trust’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,272
| Closed | -$537K | – | 56 |
|
|
2022
Q3 | $537K | Sell |
3,272
-1,200
| -27% | -$197K | 0.64% | 29 |
|
|
2022
Q2 | $799K | Hold |
4,472
| – | – | 0.86% | 27 |
|
|
2022
Q1 | $996K | Buy |
4,472
+2,200
| +97% | +$490K | 0.85% | 24 |
|
|
2021
Q4 | $470K | Hold |
2,272
| – | – | 0.31% | 34 |
|
|
2021
Q3 | $436K | Buy |
+2,272
| New | +$436K | 0.31% | 31 |
|