Voya Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-12,519
| Closed | -$2.92M | – | 302 |
|
|
2021
Q1 | $2.92M | Sell |
12,519
-9,469
| -43% | -$2.21M | 0.12% | 154 |
|
|
2020
Q4 | $3.96M | Sell |
21,988
-1,118
| -5% | -$201K | 0.17% | 100 |
|
|
2020
Q3 | $3.41M | Sell |
23,106
-518
| -2% | -$76.4K | 0.17% | 89 |
|
|
2020
Q2 | $2.96M | Buy |
23,624
+907
| +4% | +$114K | 0.16% | 104 |
|
|
2020
Q1 | $2.54M | Buy |
22,717
+10,213
| +82% | +$1.14M | 0.14% | 107 |
|
|
2019
Q4 | $1.85M | Sell |
12,504
-23
| -0.2% | -$3.39K | 0.09% | 164 |
|
|
2019
Q3 | $1.59M | Sell |
12,527
-2,299
| -16% | -$291K | 0.09% | 166 |
|
|
2019
Q2 | $2.01M | Sell |
14,826
-859
| -5% | -$116K | 0.11% | 146 |
|
|
2019
Q1 | $2.08M | Sell |
15,685
-1,016
| -6% | -$134K | 0.12% | 136 |
|
|
2018
Q4 | $2.1M | Buy |
16,701
+1,996
| +14% | +$251K | 0.14% | 132 |
|
|
2018
Q3 | $2.24M | Buy |
14,705
+42
| +0.3% | +$6.4K | 0.13% | 134 |
|
|
2018
Q2 | $1.99M | Buy |
14,663
+840
| +6% | +$114K | 0.13% | 139 |
|
|
2018
Q1 | $2.01M | Buy |
13,823
+1,983
| +17% | +$288K | 0.13% | 143 |
|
|
2017
Q4 | $1.88M | Buy |
11,840
+271
| +2% | +$42.9K | 0.12% | 157 |
|
|
2017
Q3 | $1.45M | Buy |
11,569
+705
| +6% | +$88.3K | 0.1% | 175 |
|
|
2017
Q2 | $1.15M | Buy |
10,864
+304
| +3% | +$32.1K | 0.08% | 183 |
|
|
2017
Q1 | $981K | Sell |
10,560
-613
| -5% | -$56.9K | 0.08% | 197 |
|
|
2016
Q4 | $1.04M | Sell |
11,173
-389
| -3% | -$36.3K | 0.09% | 180 |
|
|
2016
Q3 | $1.01M | Buy |
11,562
+48
| +0.4% | +$4.2K | 0.1% | 154 |
|
|
2016
Q2 | $855K | Buy |
11,514
+848
| +8% | +$63K | 0.1% | 163 |
|
|
2016
Q1 | $816K | Sell |
10,666
-3,483
| -25% | -$266K | 0.11% | 147 |
|
|
2015
Q4 | $972K | Buy |
14,149
+2,867
| +25% | +$197K | 0.14% | 117 |
|
|
2015
Q3 | $726K | Buy |
11,282
+1,191
| +12% | +$76.6K | 0.13% | 129 |
|
|
2015
Q2 | $861K | Buy |
10,091
+308
| +3% | +$26.3K | 0.15% | 113 |
|
|
2015
Q1 | $796K | Buy |
+9,783
| New | +$796K | 0.16% | 128 |
|