Sitrin Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25,656
| Closed | -$5.58M | – | 34 |
|
|
2021
Q2 | $5.58M | Sell |
25,656
-32
| -0.1% | -$6.97K | 2.52% | 29 |
|
|
2021
Q1 | $5.96M | Sell |
25,688
-8,063
| -24% | -$1.87M | 2.83% | 21 |
|
|
2020
Q4 | $6.14M | Buy |
33,751
+232
| +0.7% | +$42.2K | 3.07% | 14 |
|
|
2020
Q3 | $5.03M | Buy |
+33,519
| New | +$5.03M | 2.66% | 27 |
|
|
2018
Q4 | – | Sell |
-35,602
| Closed | -$5.43M | – | 37 |
|
|
2018
Q3 | $5.43M | Buy |
35,602
+780
| +2% | +$119K | 2.92% | 20 |
|
|
2018
Q2 | $4.72M | Buy |
34,822
+1,595
| +5% | +$216K | 2.68% | 26 |
|
|
2018
Q1 | $4.9M | Buy |
+33,227
| New | +$4.9M | 3.16% | 17 |
|