SG
Swarthmore Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $319K | Sell |
1,784
-25,208
| -93% | -$4.51M | 0.13% | 21 |
|
|
2022
Q1 | $6.01M | Sell |
26,992
-279
| -1% | -$62.2K | 1.54% | 21 |
|
|
2021
Q4 | $5.64M | Sell |
27,271
-9,388
| -26% | -$1.94M | 1.34% | 29 |
|
|
2021
Q3 | $7.98M | Hold |
36,659
| – | – | 2.06% | 23 |
|
|
2021
Q2 | $7.98M | Sell |
36,659
-1,167
| -3% | -$254K | 2.06% | 23 |
|
|
2021
Q1 | $8.77M | Buy |
+37,826
| New | +$8.77M | 2.4% | 18 |
|
|
2018
Q2 | – | Sell |
-60,050
| Closed | -$8.85M | – | 33 |
|
|
2018
Q1 | $8.85M | Sell |
60,050
-10,025
| -14% | -$1.48M | 2.11% | 17 |
|
|
2017
Q4 | $11M | Buy |
70,075
+1,200
| +2% | +$189K | 2.36% | 8 |
|
|
2017
Q3 | $8.59M | Buy |
+68,875
| New | +$8.59M | 1.96% | 15 |
|