Titus Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $368K | Buy |
2,060
+5
| +0.2% | +$893 | 0.18% | 89 |
|
|
2022
Q1 | $458K | Buy |
2,055
+430
| +26% | +$95.8K | 0.21% | 79 |
|
|
2021
Q4 | $336K | Hold |
1,625
| – | – | 0.15% | 105 |
|
|
2021
Q3 | $312K | Buy |
1,625
+125
| +8% | +$24K | 0.16% | 104 |
|
|
2021
Q2 | $326K | Buy |
1,500
+25
| +2% | +$5.43K | 0.18% | 99 |
|
|
2021
Q1 | $342K | Buy |
1,475
+150
| +11% | +$34.8K | 0.2% | 85 |
|
|
2020
Q4 | $241K | Buy |
+1,325
| New | +$241K | 0.15% | 113 |
|
|
2019
Q3 | – | Sell |
-3,138
| Closed | -$428K | – | 101 |
|
|
2019
Q2 | $428K | Sell |
3,138
-219
| -7% | -$29.9K | 0.42% | 47 |
|
|
2019
Q1 | $455 | Buy |
3,357
+12
| +0.4% | +$2 | 0.4% | 51 |
|
|
2018
Q4 | $425 | Buy |
3,345
+568
| +20% | +$72 | 0.36% | 46 |
|
|
2018
Q3 | $423K | Hold |
2,777
| – | – | 0.36% | 48 |
|
|
2018
Q2 | $377K | Buy |
+2,777
| New | +$377K | 0.4% | 47 |
|