Elmwood Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-110
| Closed | -$23K | – | 135 |
|
|
2021
Q4 | $23K | Buy |
+110
| New | +$23K | 0.01% | 240 |
|
|
2021
Q2 | $24K | Hold |
110
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $26K | Buy |
+110
| New | +$26K | 0.02% | 196 |
|
|
2020
Q3 | $14K | Hold |
110
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $14K | Hold |
110
| – | – | 0.01% | 174 |
|
|
2020
Q1 | $16.2K | Buy |
+110
| New | +$16.2K | 0.02% | 169 |
|
|
2019
Q4 | – | Sell |
-110
| Closed | -$14K | – | 107 |
|
|
2019
Q3 | $14K | Hold |
110
| – | – | 0.01% | 162 |
|
|
2019
Q2 | $15K | Hold |
110
| – | – | 0.01% | 172 |
|
|
2019
Q1 | $15K | Hold |
110
| – | – | 0.01% | 168 |
|
|
2018
Q4 | $14K | Hold |
110
| – | – | 0.01% | 173 |
|
|
2018
Q3 | $16.8K | Hold |
110
| – | – | 0.01% | 179 |
|
|
2018
Q2 | $14.9K | Hold |
110
| – | – | 0.01% | 181 |
|
|
2018
Q1 | $16.2K | Buy |
+110
| New | +$16.2K | 0.02% | 169 |
|