Sturgeon Ventures’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.81M | Hold |
13,955
| – | – | 5.01% | 8 |
|
|
2023
Q2 | $3.43M | Hold |
13,955
| – | – | 4.65% | 8 |
|
|
2023
Q1 | $3.19M | Buy |
13,955
+1,738
| +14% | +$398K | 4.86% | 8 |
|
|
2022
Q4 | $2.93M | Buy |
+12,217
| New | +$2.93M | 2.36% | 22 |
|
|
2018
Q2 | – | Sell |
-20,650
| Closed | -$3.05M | – | 33 |
|
|
2018
Q1 | $3.05M | Sell |
20,650
-49,358
| -71% | -$7.28M | 1.38% | 26 |
|
|
2017
Q4 | $11M | Buy |
+70,008
| New | +$11M | 4.49% | 3 |
|