AWM
Aevitas Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,773
| Closed | -$240K | – | 135 |
|
|
2019
Q1 | $240K | Buy |
1,773
+4
| +0.2% | +$541 | 0.21% | 94 |
|
|
2018
Q4 | $225K | Buy |
1,769
+654
| +59% | +$83.2K | 0.23% | 93 |
|
|
2018
Q3 | $170K | Buy |
1,115
+142
| +15% | +$21.7K | 0.15% | 110 |
|
|
2018
Q2 | $132K | Buy |
973
+2
| +0.2% | +$271 | 0.13% | 121 |
|
|
2018
Q1 | $143K | Buy |
971
+63
| +7% | +$9.28K | 0.14% | 116 |
|
|
2017
Q4 | $143K | Buy |
+908
| New | +$143K | 0.14% | 115 |
|