TAP Consulting’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-453
| Closed | -$94K | – | 200 |
|
|
2021
Q4 | $94K | Buy |
+453
| New | +$94K | 0.02% | 191 |
|
|
2020
Q2 | – | Sell |
-2,165
| Closed | -$251K | – | 120 |
|
|
2020
Q1 | $251K | Buy |
2,165
+93
| +4% | +$10.8K | 0.17% | 92 |
|
|
2019
Q4 | $306K | Buy |
2,072
+179
| +9% | +$26.4K | 0.17% | 90 |
|
|
2019
Q3 | $239K | Buy |
+1,893
| New | +$239K | 0.14% | 96 |
|
|
2019
Q1 | $247K | Buy |
+1,824
| New | +$247K | 0.19% | 84 |
|