Triad Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.54M | Buy |
9,298
+54
| +0.6% | +$14.7K | 0.89% | 16 |
|
|
2023
Q2 | $2.27M | Sell |
9,244
-2
| -0% | -$492 | 0.93% | 16 |
|
|
2023
Q1 | $2.12M | Buy |
9,246
+5
| +0.1% | +$1.14K | 0.92% | 17 |
|
|
2022
Q4 | $2.21M | Buy |
9,241
+9
| +0.1% | +$2.16K | 0.99% | 16 |
|
|
2022
Q3 | $1.52M | Sell |
9,232
-20
| -0.2% | -$3.28K | 0.82% | 17 |
|
|
2022
Q2 | $1.65M | Buy |
9,252
+65
| +0.7% | +$11.6K | 0.92% | 16 |
|
|
2022
Q1 | $2.05M | Sell |
9,187
-592
| -6% | -$132K | 1.09% | 12 |
|
|
2021
Q4 | $2.02M | Buy |
+9,779
| New | +$2.02M | 1.2% | 11 |
|