PRW Wealth Management’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 |
-1,456
| Closed | -$317K | – | 125 |
|
|
2021
Q2 | $317K | Buy |
+1,456
| New | +$317K | 0.09% | 207 |
|
|
2019
Q2 | – | Sell |
-94
| Closed | -$13K | – | 149 |
|
|
2019
Q1 | $13K | Sell |
94
-237
| -72% | -$32.8K | 0.01% | 256 |
|
|
2018
Q4 | $43K | Buy |
+331
| New | +$43K | 0.05% | 146 |
|