TrueWealth LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $153K | Sell |
1,213
-15
| -1% | -$1.89K | 0.06% | 159 |
|
|
2020
Q1 | $143K | Sell |
1,228
-50
| -4% | -$5.82K | 0.07% | 153 |
|
|
2019
Q4 | $189K | Buy |
1,278
+48
| +4% | +$7.1K | 0.08% | 145 |
|
|
2019
Q3 | $155K | Sell |
1,230
-304
| -20% | -$38.3K | 0.07% | 157 |
|
|
2019
Q2 | $209K | Sell |
1,534
-50
| -3% | -$6.81K | 0.09% | 131 |
|
|
2019
Q1 | $215K | Buy |
1,584
+2
| +0.1% | +$271 | 0.1% | 128 |
|
|
2018
Q4 | $201K | Buy |
1,582
+290
| +22% | +$36.8K | 0.1% | 123 |
|
|
2018
Q3 | $197K | Buy |
1,292
+50
| +4% | +$7.62K | 0.09% | 136 |
|
|
2018
Q2 | $169K | Hold |
1,242
| – | – | 0.08% | 148 |
|
|
2018
Q1 | $183K | Sell |
1,242
-16
| -1% | -$2.36K | 0.09% | 134 |
|
|
2017
Q4 | $198K | Buy |
+1,258
| New | +$198K | 0.09% | 135 |
|