CMC Financial Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-5,568
Closed -$754K 45
2019
Q1
$754K Buy
5,568
+254
+5% +$34.4K 0.7% 18
2018
Q4
$675K Buy
+5,314
New +$675K 0.69% 15