Sumitomo Mitsui Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-584
| Closed | -$130K | – | 159 |
|
|
2022
Q1 | $130K | Buy |
584
+352
| +152% | +$78.4K | ﹤0.01% | 139 |
|
|
2021
Q4 | $48K | Buy |
+232
| New | +$48K | ﹤0.01% | 144 |
|
|
2019
Q2 | – | Sell |
-261
| Closed | -$35K | – | 103 |
|
|
2019
Q1 | $35K | Sell |
261
-2,601
| -91% | -$349K | ﹤0.01% | 96 |
|
|
2018
Q4 | $363K | Buy |
+2,862
| New | +$363K | 0.02% | 78 |
|
|
2018
Q3 | – | Sell |
-435
| Closed | -$59K | – | 112 |
|
|
2018
Q2 | $59K | Buy |
+435
| New | +$59K | 0.01% | 82 |
|
|
2017
Q2 | – | Sell |
-730
| Closed | -$68K | – | 117 |
|
|
2017
Q1 | $68K | Buy |
+730
| New | +$68K | 0.01% | 53 |
|