Filbrandt Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $79K | Buy |
411
+11
| +3% | +$2.11K | 0.05% | 60 |
|
|
2021
Q2 | $87K | Hold |
400
| – | – | 0.05% | 62 |
|
|
2021
Q1 | $93K | Hold |
400
| – | – | 0.06% | 59 |
|
|
2020
Q4 | $73K | Hold |
400
| – | – | 0.05% | 62 |
|
|
2020
Q3 | $60K | Sell |
400
-130
| -25% | -$19.5K | 0.05% | 76 |
|
|
2020
Q2 | $67K | Buy |
530
+130
| +33% | +$16.4K | 0.05% | 93 |
|
|
2020
Q1 | $46K | Hold |
400
| – | – | 0.05% | 73 |
|
|
2019
Q4 | $59K | Buy |
+400
| New | +$59K | 0.05% | 74 |
|