BPWA
Beacon Pointe Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $345K | Sell |
2,338
-196
| -8% | -$28.9K | 0.06% | 199 |
|
|
2019
Q3 | $321K | Sell |
2,534
-211
| -8% | -$26.7K | 0.07% | 206 |
|
|
2019
Q2 | $374K | Sell |
2,745
-131
| -5% | -$17.8K | 0.08% | 189 |
|
|
2019
Q1 | $390K | Sell |
2,876
-24
| -0.8% | -$3.26K | 0.09% | 175 |
|
|
2018
Q4 | $369K | Buy |
+2,900
| New | +$369K | 0.13% | 149 |
|