Domani Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,790
| Closed | -$226K | – | 121 |
|
|
2020
Q2 | $226K | Sell |
1,790
-703
| -28% | -$88.8K | 0.05% | 116 |
|
|
2020
Q1 | $289K | Buy |
2,493
+91
| +4% | +$10.5K | 0.08% | 98 |
|
|
2019
Q4 | $355K | Buy |
2,402
+8
| +0.3% | +$1.18K | 0.12% | 83 |
|
|
2019
Q3 | $302K | Buy |
2,394
+835
| +54% | +$105K | 0.11% | 86 |
|
|
2019
Q2 | $212K | Buy |
1,559
+8
| +0.5% | +$1.09K | 0.08% | 104 |
|
|
2019
Q1 | $210K | Sell |
1,551
-1,491
| -49% | -$202K | 0.08% | 108 |
|
|
2018
Q4 | $386K | Buy |
3,042
+8
| +0.3% | +$1.02K | 0.18% | 65 |
|
|
2018
Q3 | $463K | Buy |
+3,034
| New | +$463K | 0.2% | 59 |
|