SevenOneSeven 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
Q4 | – | Sell |
-1,891
| Closed | -$310K | – | 58 |
|
|
2022
Q3 | $310K | Sell |
1,891
-128
| -6% | -$21K | 0.73% | 29 |
|
|
2022
Q2 | $361K | Buy |
2,019
+11
| +0.5% | +$1.97K | 0.84% | 28 |
|
|
2022
Q1 | $447K | Sell |
2,008
-28
| -1% | -$6.23K | 0.93% | 29 |
|
|
2021
Q4 | $421K | Buy |
2,036
+289
| +17% | +$59.8K | 0.83% | 32 |
|
|
2021
Q3 | $335K | Buy |
1,747
+56
| +3% | +$10.7K | 0.85% | 32 |
|
|
2021
Q2 | $368K | Buy |
+1,691
| New | +$368K | 0.96% | 23 |
|