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Planning Solutions Group’s Caterpillar CAT Stock Holding History

Planning Solutions Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$255K Sell
1,874
-1,101
-37% -$150K 0.13% 114
2019
Q1 		$403K Buy
2,975
+922
+45% +$125K 0.22% 86
2018
Q4 		$261K Buy
+2,053
New +$261K 0.16% 101