LifePlan Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 490 |
|
|
2020
Q2 | $4K | Sell |
29
-11
| -28% | -$1.52K | ﹤0.01% | 489 |
|
|
2020
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 448 |
|
|
2019
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 453 |
|
|
2019
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 451 |
|
|
2018
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 442 |
|
|
2018
Q3 | $6K | Sell |
40
-394
| -91% | -$59.1K | ﹤0.01% | 427 |
|
|
2018
Q2 | $59K | Buy |
434
+423
| +3,845% | +$57.5K | 0.03% | 223 |
|
|
2018
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 460 |
|