MD Financial Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$41K Hold
200
﹤0.01% 285
2021
Q3
$38K Hold
200
﹤0.01% 274
2021
Q2
$44K Hold
200
﹤0.01% 269
2021
Q1
$46K Sell
200
-110
-35% -$25.3K ﹤0.01% 198
2020
Q4
$56K Buy
+310
New +$56K ﹤0.01% 65