Thrive Capital Management (Pennsylvania)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-968
| Closed | -$286K | – | 134 |
|
|
2023
Q4 | $286K | Sell |
968
-40
| -4% | -$11.8K | 0.15% | 106 |
|
|
2023
Q3 | $275K | Buy |
+1,008
| New | +$275K | 0.15% | 102 |
|
|
2021
Q4 | – | Sell |
-2,302
| Closed | -$442K | – | 104 |
|
|
2021
Q3 | $442K | Sell |
2,302
-79
| -3% | -$15.2K | 0.33% | 79 |
|
|
2021
Q2 | $518K | Buy |
2,381
+879
| +59% | +$191K | 0.4% | 75 |
|
|
2021
Q1 | $348K | Buy |
+1,502
| New | +$348K | 0.33% | 79 |
|