Spotlight Asset Group’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 |
-1,345
| Closed | -$293K | – | 120 |
|
|
2021
Q2 | $293K | Hold |
1,345
| – | – | 0.11% | 100 |
|
|
2021
Q1 | $312K | Sell |
1,345
-500
| -27% | -$116K | 0.12% | 102 |
|
|
2020
Q4 | $336K | Buy |
1,845
+252
| +16% | +$45.9K | 0.13% | 100 |
|
|
2020
Q3 | $238K | Hold |
1,593
| – | – | 0.09% | 121 |
|
|
2020
Q2 | $202K | Buy |
+1,593
| New | +$202K | 0.08% | 128 |
|