TrueWealth LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $153K | Sell |
|
|||||
|
2020
Q1 | $143K | Sell |
|
|||||
|
2019
Q4 | $189K | Buy |
|
|||||
|
2019
Q3 | $155K | Sell |
|
|||||
|
2019
Q2 | $209K | Sell |
|
|||||
|
2019
Q1 | $215K | Buy |
|
|||||
|
2018
Q4 | $201K | Buy |
|
|||||
|
2018
Q3 | $197K | Buy |
|
|||||
|
2018
Q2 | $169K | Hold |
|
|||||
|
2018
Q1 | $183K | Sell |
|
|||||
|
2017
Q4 | $198K | Buy |
|