Beacon Pointe Wealth Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$345K Sell
2019
Q3
$321K Sell
2019
Q2
$374K Sell
2019
Q1
$390K Sell
2018
Q4
$369K Buy