Stelac Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,154
| Closed | -$284K | – | 116 |
|
|
2023
Q2 | $284K | Sell |
1,154
-99
| -8% | -$24.4K | 0.13% | 117 |
|
|
2023
Q1 | $287K | Buy |
1,253
+23
| +2% | +$5.26K | 0.12% | 114 |
|
|
2022
Q4 | $295K | Hold |
1,230
| – | – | 0.13% | 115 |
|
|
2022
Q3 | $202K | Hold |
1,230
| – | – | 0.09% | 129 |
|
|
2022
Q2 | $220K | Buy |
+1,230
| New | +$220K | 0.09% | 132 |
|
|
2022
Q1 | – | Sell |
-1,234
| Closed | -$255K | – | 177 |
|
|
2021
Q4 | $255K | Buy |
+1,234
| New | +$255K | 0.07% | 134 |
|
|
2018
Q3 | – | Sell |
-878
| Closed | -$119K | – | 139 |
|
|
2018
Q2 | $119K | Hold |
878
| – | – | 0.03% | 122 |
|
|
2018
Q1 | $129K | Buy |
+878
| New | +$129K | 0.04% | 103 |
|