Minot Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$202K Hold
2022
Q1
$252K Sell
2021
Q4
$337K Sell
2021
Q3
$314K Hold
2021
Q2
$352K Buy
2021
Q1
$378K Buy
2020
Q4
$249K Sell
2020
Q3
$219K Buy