StrategIQ Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $812K | Sell |
2,745
-275
| -9% | -$81.3K | 0.09% | 166 |
|
|
2023
Q3 | $824K | Buy |
3,020
+1
| +0% | +$273 | 0.1% | 160 |
|
|
2023
Q2 | $743K | Buy |
3,019
+120
| +4% | +$29.5K | 0.08% | 168 |
|
|
2023
Q1 | $663K | Sell |
2,899
-21
| -0.7% | -$4.81K | 0.08% | 166 |
|
|
2022
Q4 | $699K | Buy |
2,920
+712
| +32% | +$171K | 0.08% | 154 |
|
|
2022
Q3 | $362K | Buy |
2,208
+40
| +2% | +$6.56K | 0.05% | 207 |
|
|
2022
Q2 | $388K | Buy |
2,168
+60
| +3% | +$10.7K | 0.05% | 207 |
|
|
2022
Q1 | $470K | Buy |
2,108
+203
| +11% | +$45.3K | 0.05% | 200 |
|
|
2021
Q4 | $394K | Buy |
1,905
+308
| +19% | +$63.7K | 0.04% | 217 |
|
|
2021
Q3 | $307K | Buy |
1,597
+12
| +0.8% | +$2.31K | 0.06% | 172 |
|
|
2021
Q2 | $345K | Buy |
1,585
+60
| +4% | +$13.1K | 0.07% | 169 |
|
|
2021
Q1 | $354K | Sell |
1,525
-107
| -7% | -$24.8K | 0.07% | 165 |
|
|
2020
Q4 | $297K | Sell |
1,632
-25
| -2% | -$4.55K | 0.07% | 169 |
|
|
2020
Q3 | $247K | Buy |
1,657
+1
| +0.1% | +$149 | 0.06% | 172 |
|
|
2020
Q2 | $209K | Buy |
+1,656
| New | +$209K | 0.06% | 176 |
|
|
2020
Q1 | – | Sell |
-1,637
| Closed | -$242K | – | 186 |
|
|
2019
Q4 | $242K | Buy |
1,637
+40
| +3% | +$5.91K | 0.06% | 183 |
|
|
2019
Q3 | $202K | Buy |
+1,597
| New | +$202K | 0.06% | 183 |
|