Sierra Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-213
| Closed | -$51K | – | 242 |
|
|
2022
Q4 | $51K | Hold |
213
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $35K | Buy |
213
+27
| +15% | +$4.44K | 0.01% | 286 |
|
|
2022
Q2 | $33K | Hold |
186
| – | – | 0.01% | 365 |
|
|
2022
Q1 | $41K | Hold |
186
| – | – | 0.01% | 366 |
|
|
2021
Q4 | $38K | Buy |
+186
| New | +$38K | 0.01% | 363 |
|