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Cedar Capital’s Caterpillar CAT Stock Holding History

Cedar Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,071
Closed -$1.5M – 75
2020
Q3 		$1.5M Buy
10,071
+1,175
+13% +$165K 0.5% 67
2020
Q2 		$1.13M Buy
8,896
+1,882
+27% +$223K 0.43% 77
2020
Q1 		$814K Buy
7,014
+476
+7% +$60.8K 0.38% 74
2019
Q4 		$966K Buy
6,538
+455
+7% +$63.5K 0.44% 73
2019
Q3 		$768K Sell
6,083
-28
-0.5% -$3.56K 0.36% 84
2019
Q2 		$833K Buy
6,111
+1,192
+24% +$158K 0.35% 81
2019
Q1 		$666K Buy
4,919
+27
+0.6% +$3.59K 0.29% 96
2018
Q4 		$622K Sell
4,892
-231
-5% -$30.1K 0.32% 83
2018
Q3 		$781K Buy
5,123
+334
+7% +$47.2K 0.3% 73
2018
Q2 		$650K Buy
4,789
+1,108
+30% +$166K 0.29% 76
2018
Q1 		$543K Buy
3,681
+1,409
+62% +$222K 0.25% 74
2017
Q4 		$358K Buy
2,272
+482
+27% +$66.9K 0.17% 89
2017
Q3 		$223K Buy
+1,790
New +$206K 0.11% 103

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