Evolution Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-78
| Closed | -$15K | – | 233 |
|
|
2021
Q3 | $15K | Hold |
78
| – | – | ﹤0.01% | 351 |
|
|
2021
Q2 | $17K | Hold |
78
| – | – | ﹤0.01% | 325 |
|
|
2021
Q1 | $18K | Hold |
78
| – | – | ﹤0.01% | 310 |
|
|
2020
Q4 | $14K | Hold |
78
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $12K | Hold |
78
| – | – | ﹤0.01% | 327 |
|
|
2020
Q2 | $10K | Buy |
+78
| New | +$10K | ﹤0.01% | 282 |
|
|
2020
Q1 | – | Sell |
-81
| Closed | -$12K | – | 359 |
|
|
2019
Q4 | $12K | Buy |
+81
| New | +$12K | ﹤0.01% | 267 |
|