VitalStone Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $71.7K | Hold |
183
| – | – | 0.05% | 156 |
|
2024
Q2 | $60.8K | Buy |
183
+1
| +0.5% | +$332 | 0.04% | 160 |
|
2024
Q1 | $67K | Hold |
182
| – | – | 0.05% | 158 |
|
2023
Q4 | $54K | Hold |
182
| – | – | 0.04% | 151 |
|
2023
Q3 | $44K | Hold |
182
| – | – | 0.04% | 138 |
|
2023
Q2 | $41K | Buy |
182
+166
| +1,038% | +$37.4K | 0.02% | 381 |
|
2023
Q1 | $3K | Sell |
16
-166
| -91% | -$31.1K | ﹤0.01% | 266 |
|
2022
Q4 | $43K | Buy |
+182
| New | +$43K | 0.03% | 177 |
|