Destiny Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-33
| Closed | -$7.91K | – | 244 |
|
|
2022
Q4 | $7.91K | Hold |
33
| – | – | ﹤0.01% | 510 |
|
|
2022
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 486 |
|
|
2022
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 490 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$41K | – | 545 |
|
|
2021
Q4 | $41K | Hold |
200
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $38K | Buy |
+200
| New | +$38K | 0.01% | 326 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$46K | – | 224 |
|
|
2021
Q1 | $46K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $36K | Buy |
+200
| New | +$36K | 0.01% | 315 |
|