SAM
Strategic Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $29K | Buy |
178
+1
| +0.6% | +$163 | 0.05% | 210 |
|
|
2022
Q2 | $32K | Sell |
177
-25
| -12% | -$4.52K | 0.05% | 210 |
|
|
2022
Q1 | $45K | Buy |
202
+2
| +1% | +$446 | 0.06% | 169 |
|
|
2021
Q4 | $41K | Buy |
200
+1
| +0.5% | +$205 | 0.06% | 177 |
|
|
2021
Q3 | $39K | Buy |
+199
| New | +$39K | 0.05% | 172 |
|