Wexford Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,022
| Closed | -$245K | – | 182 |
|
|
2022
Q4 | $245K | Buy |
+1,022
| New | +$245K | 0.05% | 107 |
|
|
2021
Q1 | – | Sell |
-3,500
| Closed | -$637K | – | 222 |
|
|
2020
Q4 | $637K | Sell |
3,500
-23,011
| -87% | -$4.19M | 0.1% | 126 |
|
|
2020
Q3 | $3.95M | Buy |
+26,511
| New | +$3.95M | 1.06% | 30 |
|
|
2018
Q4 | – | Sell |
-34,414
| Closed | -$5.25M | – | 87 |
|
|
2018
Q3 | $5.25M | Buy |
+34,414
| New | +$5.25M | 0.33% | 37 |
|