TFO Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$1.83K | – | 173 |
|
|
2024
Q1 | $1.83K | Hold |
5
| – | – | ﹤0.01% | 123 |
|
|
2023
Q4 | $1.48K | Hold |
5
| – | – | ﹤0.01% | 155 |
|
|
2023
Q3 | $1.23K | Hold |
5
| – | – | ﹤0.01% | 248 |
|
|
2023
Q2 | $1.23K | Hold |
5
| – | – | ﹤0.01% | 196 |
|
|
2023
Q1 | $1.14K | Buy |
5
+3
| +150% | +$686 | ﹤0.01% | 161 |
|
|
2022
Q4 | $449 | Sell |
2
-77
| -97% | -$17.3K | ﹤0.01% | 492 |
|
|
2022
Q3 | $13K | Buy |
79
+70
| +778% | +$11.5K | ﹤0.01% | 81 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 298 |
|