MWM
Minot Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $202K | Hold |
1,129
| – | – | 0.05% | 172 |
|
|
2022
Q1 | $252K | Sell |
1,129
-500
| -31% | -$112K | 0.05% | 170 |
|
|
2021
Q4 | $337K | Sell |
1,629
-7
| -0.4% | -$1.45K | 0.06% | 155 |
|
|
2021
Q3 | $314K | Hold |
1,636
| – | – | 0.07% | 156 |
|
|
2021
Q2 | $352K | Buy |
1,636
+7
| +0.4% | +$1.51K | 0.08% | 143 |
|
|
2021
Q1 | $378K | Buy |
1,629
+259
| +19% | +$60.1K | 0.1% | 132 |
|
|
2020
Q4 | $249K | Sell |
1,370
-100
| -7% | -$18.2K | 0.07% | 135 |
|
|
2020
Q3 | $219K | Buy |
+1,470
| New | +$219K | 0.08% | 125 |
|