Pinnacle Wealth Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$215K | – | 110 |
|
|
2022
Q2 | $215K | Hold |
1,200
| – | – | 0.18% | 108 |
|
|
2022
Q1 | $267K | Hold |
1,200
| – | – | 0.2% | 102 |
|
|
2021
Q4 | $248K | Hold |
1,200
| – | – | 0.18% | 106 |
|
|
2021
Q3 | $230K | Hold |
1,200
| – | – | 0.17% | 112 |
|
|
2021
Q2 | $261K | Buy |
+1,200
| New | +$261K | 0.19% | 109 |
|