APWA
Atlas Private Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-272
| Closed | -$52K | – | 232 |
|
|
2021
Q3 | $52K | Sell |
272
-49
| -15% | -$9.37K | 0.03% | 228 |
|
|
2021
Q2 | $70K | Sell |
321
-12
| -4% | -$2.62K | 0.04% | 196 |
|
|
2021
Q1 | $77K | Sell |
333
-5
| -1% | -$1.16K | 0.04% | 189 |
|
|
2020
Q4 | $61K | Buy |
338
+9
| +3% | +$1.62K | 0.04% | 195 |
|
|
2020
Q3 | $49K | Sell |
329
-141
| -30% | -$21K | 0.04% | 202 |
|
|
2020
Q2 | $59K | Buy |
+470
| New | +$59K | 0.05% | 186 |
|