Price Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $2K | Buy |
12
+2
| +20% | +$333 | ﹤0.01% | 284 |
|
|
2020
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 284 |
|
|
2018
Q3 | – | Sell |
-280
| Closed | -$38K | – | 201 |
|
|
2018
Q2 | $38K | Buy |
280
+147
| +111% | +$20K | 0.01% | 135 |
|
|
2018
Q1 | $20K | Sell |
133
-133
| -50% | -$20K | 0.01% | 110 |
|
|
2017
Q4 | $41K | Buy |
+266
| New | +$41K | 0.03% | 66 |
|