Van Leeuwen & Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,645
| Closed | -$243K | – | 75 |
|
|
2019
Q4 | $243K | Buy |
+1,645
| New | +$243K | 0.2% | 72 |
|
|
2019
Q3 | – | Sell |
-2,732
| Closed | -$372K | – | 74 |
|
|
2019
Q2 | $372K | Buy |
2,732
+1,072
| +65% | +$146K | 0.33% | 64 |
|
|
2019
Q1 | $225K | Buy |
+1,660
| New | +$225K | 0.21% | 72 |
|