PA
Perennial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-62
| Closed | -$13K | – | 111 |
|
|
2021
Q2 | $13K | Hold |
62
| – | – | ﹤0.01% | 232 |
|
|
2021
Q1 | $14K | Sell |
62
-3
| -5% | -$677 | ﹤0.01% | 220 |
|
|
2020
Q4 | $12K | Buy |
+65
| New | +$12K | ﹤0.01% | 195 |
|
|
2017
Q1 | – | Sell |
-238
| Closed | -$22K | – | 180 |
|
|
2016
Q4 | $22K | Buy |
+238
| New | +$22K | 0.02% | 118 |
|