Strengthening Families & Communities LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-514
| Closed | -$201K | – | 360 |
|
|
2024
Q3 | $201K | Sell |
514
-6
| -1% | -$2.35K | 0.05% | 154 |
|
|
2024
Q2 | $173K | Buy |
+520
| New | +$173K | 0.05% | 166 |
|
|
2023
Q4 | – | Sell |
-503
| Closed | -$137K | – | 226 |
|
|
2023
Q3 | $137K | Sell |
503
-246
| -33% | -$67K | 0.06% | 143 |
|
|
2023
Q2 | $184K | Buy |
749
+737
| +6,142% | +$181K | 0.08% | 138 |
|
|
2023
Q1 | $3 | Hold |
12
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 297 |
|
|
2022
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 293 |
|
|
2021
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 287 |
|