Pinnacle Family Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,224
Closed -$266K 140
2021
Q2
$266K Buy
+1,224
New +$266K 0.12% 110
2021
Q1
Sell
-1,136
Closed -$207K 123
2020
Q4
$207K Buy
+1,136
New +$207K 0.13% 119