Standard Family Office’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
-1,033
Closed -$225K 134
2021
Q2
$225K Buy
1,033
+86
+9% +$18.7K 0.05% 138
2021
Q1
$220K Hold
947
0.05% 113
2020
Q4
$172K Buy
+947
New +$172K 0.04% 133