Meridian Wealth Partners’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
-134
Closed -$31K 282
2021
Q1
$31K Buy
134
+14
+12% +$3.24K 0.01% 207
2020
Q4
$22K Buy
+120
New +$22K 0.01% 211