SPWG
Sage Private Wealth Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$66K | – | 65 |
|
|
2022
Q3 | $66K | Hold |
400
| – | – | 0.09% | 74 |
|
|
2022
Q2 | $72K | Hold |
400
| – | – | 0.1% | 72 |
|
|
2022
Q1 | $89K | Hold |
400
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $82K | Hold |
400
| – | – | 0.1% | 70 |
|
|
2021
Q3 | $77K | Buy |
+400
| New | +$77K | 0.11% | 68 |
|