CLA (CliftonLarsonAllen) Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,281
| Closed | -$2.29M | – | 183 |
|
|
2022
Q1 | $2.29M | Buy |
+10,281
| New | +$2.29M | 0.08% | 100 |
|
|
2021
Q4 | – | Sell |
-1,510
| Closed | -$290K | – | 191 |
|
|
2021
Q3 | $290K | Buy |
1,510
+250
| +20% | +$48K | 0.01% | 272 |
|
|
2021
Q2 | $274K | Buy |
+1,260
| New | +$274K | 0.01% | 276 |
|