ATFA
All Terrain Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,661
| Closed | -$336K | – | 140 |
|
|
2019
Q3 | $336K | Buy |
+2,661
| New | +$336K | 0.11% | 79 |
|
|
2018
Q4 | – | Sell |
-161
| Closed | -$25K | – | 135 |
|
|
2018
Q3 | $25K | Hold |
161
| – | – | 0.01% | 146 |
|
|
2018
Q2 | $22K | Hold |
161
| – | – | 0.01% | 148 |
|
|
2018
Q1 | $24K | Buy |
+161
| New | +$24K | 0.01% | 144 |
|