Paradigm Financial Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$856K Sell
2018
Q4
$836K Buy
2018
Q3
$734K Buy
2014
Q3
Sell
2014
Q2
$1.05M Sell
2014
Q1
$993K Buy
2013
Q4
$860K Buy