Adams Chetwood Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.24M | Buy |
5,550
+17
| +0.3% | +$3.79K | 0.7% | 27 |
|
|
2021
Q4 | $1.14M | Buy |
5,533
+651
| +13% | +$135K | 0.78% | 31 |
|
|
2021
Q3 | $937K | Hold |
4,882
| – | – | 0.68% | 34 |
|
|
2021
Q2 | $1.06M | Buy |
4,882
+250
| +5% | +$54.4K | 0.75% | 30 |
|
|
2021
Q1 | $1.07M | Buy |
4,632
+51
| +1% | +$11.8K | 0.82% | 27 |
|
|
2020
Q4 | $834K | Buy |
4,581
+275
| +6% | +$50.1K | 0.69% | 31 |
|
|
2020
Q3 | $642K | Sell |
4,306
-300
| -7% | -$44.7K | 0.62% | 37 |
|
|
2020
Q2 | $583K | Hold |
4,606
| – | – | 0.59% | 36 |
|
|
2020
Q1 | $516K | Buy |
4,606
+485
| +12% | +$54.3K | 0.6% | 38 |
|
|
2019
Q4 | $609K | Buy |
+4,121
| New | +$609K | 0.62% | 31 |
|