Domani Wealth’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$226K Sell
2020
Q1
$289K Buy
2019
Q4
$355K Buy
2019
Q3
$302K Buy
2019
Q2
$212K Buy
2019
Q1
$210K Sell
2018
Q4
$386K Buy
2018
Q3
$463K Buy