SMFS
Squar Milner Financial Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,355
| Closed | -$424K | – | 34 |
|
|
2020
Q2 | $424K | Hold |
3,355
| – | – | 0.24% | 115 |
|
|
2020
Q1 | $389K | Buy |
3,355
+300
| +10% | +$34.8K | 0.23% | 93 |
|
|
2019
Q4 | $451K | Sell |
3,055
-300
| -9% | -$44.3K | 0.23% | 99 |
|
|
2019
Q3 | $500K | Sell |
3,355
-402
| -11% | -$59.9K | 0.26% | 96 |
|
|
2019
Q2 | $512K | Buy |
3,757
+795
| +27% | +$108K | 0.35% | 63 |
|
|
2019
Q1 | $401K | Hold |
2,962
| – | – | 0.3% | 75 |
|
|
2018
Q4 | $376K | Hold |
2,962
| – | – | 0.36% | 69 |
|
|
2018
Q3 | $452K | Sell |
2,962
-630
| -18% | -$96.1K | 0.41% | 57 |
|
|
2018
Q2 | $487K | Hold |
3,592
| – | – | 0.43% | 54 |
|
|
2018
Q1 | $529K | Hold |
3,592
| – | – | 0.67% | 43 |
|
|
2017
Q4 | $584K | Buy |
+3,592
| New | +$584K | 0.71% | 37 |
|