PWA
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Phoenix Wealth Advisors’s Caterpillar CAT Stock Holding History

Phoenix Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-364
Closed -$70K – 158
2021
Q3 		$70K Hold
364
– – 0.05% 170
2021
Q2 		$78K Hold
364
– – 0.06% 163
2021
Q1 		$85K Hold
364
– – 0.07% 160
2020
Q4 		$66K Buy
+364
New +$66K 0.05% 173