Aurora Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,024
| Closed | -$1.16M | – | 210 |
|
|
2021
Q3 | $1.16M | Sell |
6,024
-138
| -2% | -$26.5K | 0.47% | 44 |
|
|
2021
Q2 | $1.34M | Buy |
6,162
+71
| +1% | +$15.5K | 0.54% | 40 |
|
|
2021
Q1 | $1.41M | Sell |
6,091
-596
| -9% | -$138K | 0.59% | 27 |
|
|
2020
Q4 | $1.22M | Sell |
6,687
-270
| -4% | -$49.1K | 0.52% | 37 |
|
|
2020
Q3 | $1.04M | Buy |
6,957
+128
| +2% | +$19.1K | 0.44% | 44 |
|
|
2020
Q2 | $864K | Sell |
6,829
-5,623
| -45% | -$711K | 0.4% | 48 |
|
|
2020
Q1 | $1.45M | Buy |
12,452
+5,813
| +88% | +$675K | 0.51% | 45 |
|
|
2019
Q4 | $980K | Buy |
+6,639
| New | +$980K | 0.35% | 51 |
|