TRUADVICE’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $427K | Sell |
1,782
-306
| -15% | -$73.3K | 0.17% | 147 |
|
|
2023
Q2 | $593K | Sell |
2,088
-1,001
| -32% | -$284K | 0.22% | 116 |
|
|
2023
Q1 | $676K | Buy |
+3,089
| New | +$676K | 0.27% | 88 |
|
|
2021
Q3 | – | Sell |
-2,114
| Closed | -$444K | – | 146 |
|
|
2021
Q2 | $444K | Buy |
2,114
+415
| +24% | +$87.2K | 0.1% | 188 |
|
|
2021
Q1 | $386K | Sell |
1,699
-993
| -37% | -$226K | 0.11% | 174 |
|
|
2020
Q4 | $486K | Buy |
2,692
+475
| +21% | +$85.8K | 0.15% | 143 |
|
|
2020
Q3 | $343K | Buy |
+2,217
| New | +$343K | 0.14% | 139 |
|