OAM
CAT icon

Optimal Asset Management’s Caterpillar CAT Stock Holding History

Optimal Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,500
Closed -$316K – 399
2020
Q2 		$316K Sell
2,500
-1,900
-43% -$240K 0.05% 376
2020
Q1 		$511 Buy
4,400
+1,600
+57% +$186 0.05% 362
2019
Q4 		$414K Buy
+2,800
New +$414K 0.06% 347