Level Four Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$417K Sell
2,170
-340
-14% -$65.3K 0.18% 141
2021
Q2
$546K Sell
2,510
-73
-3% -$15.9K 0.23% 114
2021
Q1
$599K Sell
2,583
-567
-18% -$131K 0.28% 102
2020
Q4
$573K Buy
+3,150
New +$573K 0.25% 113