Sowa Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-685
| Closed | -$125K | – | 98 |
|
|
2020
Q4 | $125K | Hold |
685
| – | – | 0.08% | 79 |
|
|
2020
Q3 | $102K | Hold |
685
| – | – | 0.07% | 84 |
|
|
2020
Q2 | $87K | Hold |
685
| – | – | 0.07% | 88 |
|
|
2020
Q1 | $79K | Hold |
685
| – | – | 0.07% | 83 |
|
|
2019
Q4 | $101K | Buy |
+685
| New | +$101K | 0.08% | 85 |
|