PFA
Paradigm Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,320
| Closed | -$856K | – | 121 |
|
|
2019
Q1 | $856K | Sell |
6,320
-257
| -4% | -$34.8K | 0.32% | 55 |
|
|
2018
Q4 | $836K | Buy |
6,577
+1,760
| +37% | +$224K | 0.37% | 49 |
|
|
2018
Q3 | $734K | Buy |
+4,817
| New | +$734K | 0.29% | 54 |
|
|
2014
Q3 | – | Sell |
-9,692
| Closed | -$1.05M | – | 79 |
|
|
2014
Q2 | $1.05M | Sell |
9,692
-299
| -3% | -$32.5K | 0.9% | 37 |
|
|
2014
Q1 | $993K | Buy |
9,991
+522
| +6% | +$51.9K | 0.91% | 35 |
|
|
2013
Q4 | $860K | Buy |
+9,469
| New | +$860K | 0.84% | 36 |
|