SWM
SVA Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $544K | Buy |
2,991
+21
| +0.7% | +$3.82K | 0.05% | 158 |
|
|
2020
Q3 | $443K | Buy |
2,970
+14
| +0.5% | +$2.09K | 0.04% | 161 |
|
|
2020
Q2 | $374K | Sell |
2,956
-194
| -6% | -$24.5K | 0.04% | 159 |
|
|
2020
Q1 | $366K | Sell |
3,150
-151
| -5% | -$17.5K | 0.04% | 157 |
|
|
2019
Q4 | $487K | Hold |
3,301
| – | – | 0.04% | 152 |
|
|
2019
Q3 | $417K | Buy |
3,301
+666
| +25% | +$84.1K | 0.04% | 159 |
|
|
2019
Q2 | $359K | Buy |
2,635
+2
| +0.1% | +$272 | 0.04% | 169 |
|
|
2019
Q1 | $357K | Sell |
2,633
-317
| -11% | -$43K | 0.03% | 172 |
|
|
2018
Q4 | $375K | Sell |
2,950
-691
| -19% | -$87.8K | 0.04% | 164 |
|
|
2018
Q3 | $555K | Hold |
3,641
| – | – | 0.06% | 154 |
|
|
2018
Q2 | $494K | Buy |
3,641
+1,485
| +69% | +$201K | 0.05% | 152 |
|
|
2018
Q1 | $269K | Sell |
2,156
-70
| -3% | -$8.73K | 0.03% | 186 |
|
|
2017
Q4 | $351K | Buy |
2,226
+70
| +3% | +$11K | 0.04% | 165 |
|
|
2017
Q3 | $269K | Buy |
+2,156
| New | +$269K | 0.03% | 186 |
|