Summit Wealth & Retirement Planning’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 |
-17,600
| Closed | -$3.2M | – | 105 |
|
|
2020
Q4 | $3.2M | Hold |
17,600
| – | – | 1.22% | 21 |
|
|
2020
Q3 | $2.63M | Hold |
17,600
| – | – | 1.13% | 22 |
|
|
2020
Q2 | $2.23M | Hold |
17,600
| – | – | 1.04% | 24 |
|
|
2020
Q1 | $2.04M | Hold |
17,600
| – | – | 1.09% | 24 |
|
|
2019
Q4 | $2.6M | Sell |
17,600
-60
| -0.3% | -$8.86K | 1.16% | 18 |
|
|
2019
Q3 | $2.23M | Hold |
17,660
| – | – | 1.35% | 14 |
|
|
2019
Q2 | $2.41M | Hold |
17,660
| – | – | 1.41% | 13 |
|
|
2019
Q1 | $2.39M | Hold |
17,660
| – | – | 1.42% | 14 |
|
|
2018
Q4 | $2.24M | Buy |
+17,660
| New | +$2.24M | 1.7% | 12 |
|