Sweet Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Buy |
1,629
+1
| +0.1% | +$391 | 0.14% | 111 |
|
|
2024
Q2 | $542K | Buy |
1,628
+2
| +0.1% | +$666 | 0.12% | 116 |
|
|
2024
Q1 | $596K | Buy |
1,626
+2
| +0.1% | +$733 | 0.14% | 112 |
|
|
2023
Q4 | $480K | Buy |
1,624
+1
| +0.1% | +$296 | 0.11% | 124 |
|
|
2023
Q3 | $443K | Sell |
1,623
-470
| -22% | -$128K | 0.12% | 114 |
|
|
2023
Q2 | $515K | Sell |
2,093
-1,000
| -32% | -$246K | 0.13% | 104 |
|
|
2023
Q1 | $708K | Sell |
3,093
-38
| -1% | -$8.7K | 0.2% | 81 |
|
|
2022
Q4 | $750K | Hold |
3,131
| – | – | 0.22% | 68 |
|
|
2022
Q3 | $514K | Hold |
3,131
| – | – | 0.16% | 87 |
|
|
2022
Q2 | $560K | Sell |
3,131
-11
| -0.4% | -$1.97K | 0.18% | 80 |
|
|
2022
Q1 | $700K | Buy |
3,142
+121
| +4% | +$27K | 0.19% | 67 |
|
|
2021
Q4 | $625K | Buy |
+3,021
| New | +$625K | 0.26% | 53 |
|