Dorchester Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,650
Closed -$246K 148
2020
Q3
$246K Buy
+1,650
New +$246K 0.08% 116
2020
Q1
Sell
-2,650
Closed -$391K 119
2019
Q4
$391K Buy
+2,650
New +$391K 0.11% 85