Ironwood Financial’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 |
-33
| Closed | -$6K | – | 178 |
|
|
2021
Q3 | $6K | Hold |
33
| – | – | ﹤0.01% | 416 |
|
|
2021
Q2 | $7K | Hold |
33
| – | – | ﹤0.01% | 397 |
|
|
2021
Q1 | $8K | Hold |
33
| – | – | ﹤0.01% | 356 |
|
|
2020
Q4 | $6K | Hold |
33
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $5K | Hold |
33
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 323 |
|
|
2020
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 283 |
|