Meritage Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-2,156
Closed -$250K 32
2020
Q1
$250K Buy
2,156
+783
+57% +$90.8K 0.01% 32
2019
Q4
$203K Buy
+1,373
New +$203K ﹤0.01% 34