Northwest Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,086
| Closed | -$264K | – | 101 |
|
|
2019
Q3 | $264K | Buy |
2,086
+4
| +0.2% | +$506 | 0.22% | 100 |
|
|
2019
Q2 | $284K | Sell |
2,082
-52
| -2% | -$7.09K | 0.23% | 91 |
|
|
2019
Q1 | $289K | Buy |
2,134
+9
| +0.4% | +$1.22K | 0.22% | 89 |
|
|
2018
Q4 | $270K | Sell |
2,125
-46
| -2% | -$5.85K | 0.23% | 84 |
|
|
2018
Q3 | $331K | Buy |
2,171
+3
| +0.1% | +$457 | 0.25% | 79 |
|
|
2018
Q2 | $294K | Buy |
2,168
+3
| +0.1% | +$407 | 0.22% | 85 |
|
|
2018
Q1 | $319K | Buy |
2,165
+361
| +20% | +$53.2K | 0.24% | 79 |
|
|
2017
Q4 | $284K | Buy |
1,804
+4
| +0.2% | +$630 | 0.23% | 75 |
|
|
2017
Q3 | $225K | Sell |
1,800
-279
| -13% | -$34.9K | 0.31% | 61 |
|
|
2017
Q2 | $223K | Buy |
+2,079
| New | +$223K | 0.2% | 90 |
|