Northstar Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.87M | Sell |
19,231
-343
| -2% | -$51.2K | 1.34% | 23 |
|
|
2020
Q2 | $2.48M | Buy |
19,574
+1,640
| +9% | +$207K | 1.03% | 32 |
|
|
2020
Q1 | $2.08M | Buy |
17,934
+1,188
| +7% | +$138K | 1.06% | 29 |
|
|
2019
Q4 | $2.47M | Buy |
16,746
+2
| +0% | +$295 | 1.01% | 29 |
|
|
2019
Q3 | $2.12M | Sell |
16,744
-103
| -0.6% | -$13K | 0.93% | 32 |
|
|
2019
Q2 | $2.3M | Buy |
16,847
+329
| +2% | +$44.8K | 1.02% | 27 |
|
|
2019
Q1 | $2.24M | Sell |
16,518
-237
| -1% | -$32.1K | 1.03% | 29 |
|
|
2018
Q4 | $2.13M | Sell |
16,755
-325
| -2% | -$41.3K | 1.12% | 25 |
|
|
2018
Q3 | $2.6M | Sell |
17,080
-320
| -2% | -$48.8K | 1.25% | 23 |
|
|
2018
Q2 | $2.36M | Sell |
17,400
-312
| -2% | -$42.3K | 1.18% | 24 |
|
|
2018
Q1 | $2.61M | Buy |
17,712
+13,756
| +348% | +$2.03M | 1.33% | 19 |
|
|
2017
Q4 | $657K | Sell |
3,956
-214
| -5% | -$35.5K | 0.58% | 58 |
|
|
2017
Q3 | $529K | Buy |
4,170
+215
| +5% | +$27.3K | 0.52% | 65 |
|
|
2017
Q2 | $426K | Buy |
3,955
+65
| +2% | +$7K | 0.39% | 80 |
|
|
2017
Q1 | $367K | Buy |
+3,890
| New | +$367K | 0.34% | 92 |
|