DACG
Donor Advised Charitable Giving’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-27,262
| Closed | -$5.93M | – | 61 |
|
|
2021
Q2 | $5.93M | Sell |
27,262
-18,921
| -41% | -$4.12M | 0.67% | 37 |
|
|
2021
Q1 | $10.7M | Buy |
46,183
+13,861
| +43% | +$3.21M | 1.1% | 15 |
|
|
2020
Q4 | $5.88M | Buy |
+32,322
| New | +$5.88M | 0.8% | 42 |
|