CPA
Clear Perspective Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $623K | Buy |
3,013
+960
| +47% | +$199K | 0.19% | 83 |
|
|
2021
Q3 | $394K | Sell |
2,053
-4
| -0.2% | -$768 | 0.13% | 105 |
|
|
2021
Q2 | $448K | Buy |
2,057
+4
| +0.2% | +$871 | 0.16% | 96 |
|
|
2021
Q1 | $476K | Buy |
2,053
+60
| +3% | +$13.9K | 0.19% | 88 |
|
|
2020
Q4 | $363K | Sell |
1,993
-249
| -11% | -$45.4K | 0.15% | 105 |
|
|
2020
Q3 | $1.4K | Buy |
2,242
+30
| +1% | +$19 | 0.66% | 29 |
|
|
2020
Q2 | $280K | Buy |
+2,212
| New | +$280K | 0.15% | 100 |
|
|
2020
Q1 | – | Sell |
-1,502
| Closed | -$222K | – | 116 |
|
|
2019
Q4 | $222K | Buy |
+1,502
| New | +$222K | 0.14% | 127 |
|
|
2018
Q3 | – | Sell |
-1,237
| Closed | -$168K | – | 179 |
|
|
2018
Q2 | $168K | Sell |
1,237
-750
| -38% | -$102K | 0.12% | 152 |
|
|
2018
Q1 | $293K | Buy |
1,987
+750
| +61% | +$111K | 0.22% | 106 |
|
|
2017
Q4 | $195K | Sell |
1,237
-100
| -7% | -$15.8K | 0.15% | 135 |
|
|
2017
Q3 | $167K | Sell |
1,337
-906
| -40% | -$113K | 0.14% | 139 |
|
|
2017
Q2 | $241K | Hold |
2,243
| – | – | 0.2% | 110 |
|
|
2017
Q1 | $208K | Hold |
2,243
| – | – | 0.14% | 118 |
|
|
2016
Q4 | $208K | Buy |
+2,243
| New | +$208K | 0.14% | 122 |
|