SM
SG3 Management’s Caterpillar CAT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Hold |
0
| – | – | – | 29 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 82 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 327 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 360 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 323 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 353 |
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$148K | – | 122 |
|
2019
Q4 | $148K | Hold |
1,000
| – | – | 0.01% | 66 |
|
2019
Q3 | $126K | Hold |
1,000
| – | – | 0.01% | 57 |
|
2019
Q2 | $136K | Buy |
+1,000
| New | +$136K | 0.02% | 63 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 98 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 58 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 66 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 67 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 78 |
|