Lederer & Associates Investment Counsel’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-360
Closed -$83.5K 96
2021
Q1
$83.5K Buy
+360
New +$83.5K 0.06% 96
2020
Q2
Sell
-1,725
Closed -$200K 80
2020
Q1
$200K Buy
+1,725
New +$200K 0.23% 77