NorthStar Asset Management (Pennsylvania)’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,300
Closed -$269K 147
2021
Q4
$269K Hold
1,300
0.06% 133
2021
Q3
$250K Hold
1,300
0.07% 131
2021
Q2
$283K Hold
1,300
0.07% 122
2021
Q1
$301K Hold
1,300
0.09% 114
2020
Q4
$237K Buy
+1,300
New +$237K 0.07% 123