tru Independence’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 |
-303
| Closed | -$66K | – | 210 |
|
|
2021
Q2 | $66K | Buy |
+303
| New | +$66K | 0.02% | 170 |
|
|
2021
Q1 | – | Sell |
-666
| Closed | -$120 | – | 347 |
|
|
2020
Q4 | $120 | Buy |
666
+191
| +40% | +$34 | ﹤0.01% | 447 |
|
|
2020
Q3 | $71K | Sell |
475
-2,424
| -84% | -$362K | 0.02% | 195 |
|
|
2020
Q2 | $366 | Sell |
2,899
-483
| -14% | -$61 | 0.05% | 197 |
|
|
2020
Q1 | $393 | Hold |
3,382
| – | – | 0.06% | 163 |
|
|
2019
Q4 | $393K | Buy |
+3,382
| New | +$393K | 0.06% | 188 |
|