Merriman Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,145
| Closed | -$209K | – | 186 |
|
|
2020
Q4 | $209K | Buy |
+1,145
| New | +$209K | 0.02% | 192 |
|
|
2019
Q4 | – | Sell |
-1,620
| Closed | -$205K | – | 185 |
|
|
2019
Q3 | $205K | Hold |
1,620
| – | – | 0.04% | 164 |
|
|
2019
Q2 | $2.21K | Buy |
1,620
+100
| +7% | +$137 | 0.04% | 166 |
|
|
2019
Q1 | $206K | Sell |
1,520
-1,270
| -46% | -$172K | 0.04% | 189 |
|
|
2018
Q4 | $358K | Buy |
2,790
+125
| +5% | +$16K | 0.08% | 105 |
|
|
2018
Q3 | $406K | Sell |
2,665
-520
| -16% | -$79.2K | 0.09% | 122 |
|
|
2018
Q2 | $432K | Buy |
3,185
+580
| +22% | +$78.7K | 0.1% | 118 |
|
|
2018
Q1 | $384K | Hold |
2,605
| – | – | 0.1% | 138 |
|
|
2017
Q4 | $410K | Buy |
2,605
+240
| +10% | +$37.8K | 0.1% | 125 |
|
|
2017
Q3 | $295K | Buy |
+2,365
| New | +$295K | 0.07% | 128 |
|