Sterling Manor Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,034
| Closed | -$248K | – | 53 |
|
|
2022
Q4 | $248K | Buy |
+1,034
| New | +$248K | 0.27% | 38 |
|
|
2022
Q2 | – | Sell |
-923
| Closed | -$206K | – | 59 |
|
|
2022
Q1 | $206K | Sell |
923
-149
| -14% | -$33.3K | 0.16% | 76 |
|
|
2021
Q4 | $222K | Sell |
1,072
-1,061
| -50% | -$220K | 0.17% | 70 |
|
|
2021
Q3 | $409K | Sell |
2,133
-122
| -5% | -$23.4K | 0.34% | 44 |
|
|
2021
Q2 | $491K | Buy |
2,255
+2
| +0.1% | +$435 | 0.39% | 39 |
|
|
2021
Q1 | $522K | Buy |
2,253
+342
| +18% | +$79.2K | 0.46% | 34 |
|
|
2020
Q4 | $348K | Buy |
+1,911
| New | +$348K | 0.32% | 50 |
|