JOYN Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$283K Buy
2019
Q3
$239K Buy
2019
Q2
$230K Buy
2019
Q1
$254K Sell
2018
Q4
$239K Buy
2018
Q3
$59K Buy
2018
Q2
$52K Buy
2018
Q1
$13K Buy