Berkeley Capital Partners’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,896
Closed -$240K 104
2020
Q2
$240K Sell
1,896
-2,225
-54% -$282K 0.15% 96
2020
Q1
$478K Buy
+4,121
New +$478K 0.32% 66