Socorro Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-38,859
| Closed | -$7.46M | – | 34 |
|
|
2021
Q3 | $7.46M | Buy |
38,859
+8,180
| +27% | +$1.57M | 2.1% | 33 |
|
|
2021
Q2 | $6.68M | Sell |
30,679
-2,369
| -7% | -$516K | 2.18% | 28 |
|
|
2021
Q1 | $7.66M | Sell |
33,048
-1,052
| -3% | -$244K | 3.39% | 13 |
|
|
2020
Q4 | $6.21M | Buy |
+34,100
| New | +$6.21M | 3.22% | 14 |
|