CFA
Compass Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,228
| Closed | -$281K | – | 11 |
|
|
2023
Q1 | $281K | Sell |
1,228
-70
| -5% | -$16K | 0.36% | 94 |
|
|
2022
Q4 | $311K | Sell |
1,298
-100
| -7% | -$24K | 0.42% | 82 |
|
|
2022
Q3 | $229K | Buy |
1,398
+51
| +4% | +$8.35K | 0.34% | 97 |
|
|
2022
Q2 | $241K | Buy |
1,347
+26
| +2% | +$4.65K | 0.33% | 103 |
|
|
2022
Q1 | $294K | Buy |
1,321
+139
| +12% | +$30.9K | 0.33% | 104 |
|
|
2021
Q4 | $244K | Buy |
+1,182
| New | +$244K | 0.27% | 113 |
|