Blue Chip Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $204K | Buy |
+1,370
| New | +$204K | 0.16% | 111 |
|
|
2020
Q2 | – | Sell |
-2,564
| Closed | -$297K | – | 98 |
|
|
2020
Q1 | $297K | Sell |
2,564
-503
| -16% | -$58.3K | 0.37% | 64 |
|
|
2019
Q4 | $453K | Sell |
3,067
-741
| -19% | -$109K | 0.42% | 59 |
|
|
2019
Q3 | $481K | Buy |
3,808
+667
| +21% | +$84.3K | 0.5% | 54 |
|
|
2019
Q2 | $428K | Sell |
3,141
-238
| -7% | -$32.4K | 0.45% | 54 |
|
|
2019
Q1 | $458K | Buy |
3,379
+1,060
| +46% | +$144K | 0.52% | 54 |
|
|
2018
Q4 | $295K | Buy |
2,319
+131
| +6% | +$16.7K | 0.39% | 65 |
|
|
2018
Q3 | $334K | Buy |
2,188
+10
| +0.5% | +$1.53K | 0.34% | 74 |
|
|
2018
Q2 | $295K | Buy |
2,178
+635
| +41% | +$86K | 0.32% | 79 |
|
|
2018
Q1 | $227K | Buy |
+1,543
| New | +$227K | 0.23% | 93 |
|