OPWM
CAT icon

Oak Point Wealth Management’s Caterpillar CAT Stock Holding History

Oak Point Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$6K Sell
40
-60
-60% -$9K 0.01% 165
2017
Q4 		$16K Buy
+100
New +$16K 0.02% 134