Signet Investment Advisory Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,430
| Closed | -$423K | – | 67 |
|
|
2023
Q4 | $423K | Sell |
1,430
-10
| -0.7% | -$2.96K | 0.25% | 58 |
|
|
2023
Q3 | $393K | Hold |
1,440
| – | – | 0.26% | 59 |
|
|
2023
Q2 | $354K | Sell |
1,440
-5
| -0.3% | -$1.23K | 0.23% | 62 |
|
|
2023
Q1 | $331K | Sell |
1,445
-10
| -0.7% | -$2.29K | 0.23% | 60 |
|
|
2022
Q4 | $349K | Sell |
1,455
-10
| -0.7% | -$2.4K | 0.25% | 61 |
|
|
2022
Q3 | $240K | Sell |
1,465
-45
| -3% | -$7.37K | 0.19% | 65 |
|
|
2022
Q2 | $270K | Sell |
1,510
-40
| -3% | -$7.15K | 0.19% | 69 |
|
|
2022
Q1 | $345K | Sell |
1,550
-50
| -3% | -$11.1K | 0.21% | 71 |
|
|
2021
Q4 | $331K | Hold |
1,600
| – | – | 0.19% | 75 |
|
|
2021
Q3 | $307K | Sell |
1,600
-50
| -3% | -$9.59K | 0.19% | 75 |
|
|
2021
Q2 | $359K | Sell |
1,650
-300
| -15% | -$65.3K | 0.23% | 79 |
|
|
2021
Q1 | $452K | Sell |
1,950
-50
| -3% | -$11.6K | 0.35% | 64 |
|
|
2020
Q4 | $364K | Buy |
+2,000
| New | +$364K | 0.29% | 61 |
|
|
2019
Q4 | $347K | Buy |
2,350
+50
| +2% | +$7.38K | 0.32% | 61 |
|
|
2019
Q3 | $291K | Hold |
2,300
| – | – | 0.3% | 61 |
|
|
2019
Q2 | $313K | Hold |
2,300
| – | – | 0.33% | 59 |
|
|
2019
Q1 | $311K | Buy |
2,300
+200
| +10% | +$27K | 0.33% | 55 |
|
|
2018
Q4 | $266K | Buy |
+2,100
| New | +$266K | 0.3% | 54 |
|