Adams Chetwood Wealth Management’s Caterpillar CAT Stock Holding History

Adams Chetwood Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.24M	Buy
2021 Q4	$1.14M	Buy
2021 Q3	$937K	Hold
2021 Q2	$1.06M	Buy
2021 Q1	$1.07M	Buy
2020 Q4	$834K	Buy
2020 Q3	$642K	Sell
2020 Q2	$583K	Hold
2020 Q1	$516K	Buy
2019 Q4	$609K	Buy