CMH Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,806
| Closed | -$2.29M | – | 52 |
|
|
2019
Q2 | $2.29M | Sell |
16,806
-8,385
| -33% | -$1.14M | 1.34% | 35 |
|
|
2019
Q1 | $3.41M | Buy |
25,191
+820
| +3% | +$111K | 2.07% | 15 |
|
|
2018
Q4 | $3.1M | Buy |
24,371
+10,150
| +71% | +$1.29M | 1.87% | 17 |
|
|
2018
Q3 | $2.17M | Sell |
14,221
-10,395
| -42% | -$1.58M | 1.13% | 33 |
|
|
2018
Q2 | $3.36M | Buy |
24,616
+14,491
| +143% | +$1.98M | 1.92% | 15 |
|
|
2018
Q1 | $1.46M | Buy |
+10,125
| New | +$1.46M | 0.98% | 40 |
|