Ten Capital Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $163K | Sell |
666
-26
| -4% | -$6.36K | 0.05% | 148 |
|
|
2023
Q1 | $158K | Sell |
692
-192
| -22% | -$44K | 0.05% | 124 |
|
|
2022
Q4 | $212K | Buy |
884
+155
| +21% | +$37.1K | 0.09% | 82 |
|
|
2022
Q3 | $120K | Buy |
729
+182
| +33% | +$30K | 0.05% | 110 |
|
|
2022
Q2 | $98K | Sell |
547
-22
| -4% | -$3.94K | 0.04% | 118 |
|
|
2022
Q1 | $127K | Buy |
569
+63
| +12% | +$14.1K | 0.05% | 102 |
|
|
2021
Q4 | $105K | Hold |
506
| – | – | 0.04% | 92 |
|
|
2021
Q3 | $97K | Buy |
506
+200
| +65% | +$38.3K | 0.05% | 97 |
|
|
2021
Q2 | $67K | Hold |
306
| – | – | 0.02% | 163 |
|
|
2021
Q1 | $70K | Hold |
306
| – | – | 0.02% | 155 |
|
|
2020
Q4 | $56K | Buy |
+306
| New | +$56K | 0.02% | 162 |
|