Arlington Financial Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,336
Closed -$395K 77
2023
Q4
$395K Buy
+1,336
New +$395K 0.12% 65
2022
Q1
Sell
-975
Closed -$202K 55
2021
Q4
$202K Buy
+975
New +$202K 0.07% 77