WLPWM
Walled Lake Planning & Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,319
| Closed | -$3.17M | – | 91 |
|
|
2021
Q4 | $3.17M | Sell |
15,319
-143
| -0.9% | -$29.6K | 1.84% | 25 |
|
|
2021
Q3 | $2.97M | Buy |
15,462
+19
| +0.1% | +$3.65K | 1.83% | 24 |
|
|
2021
Q2 | $3.36M | Sell |
15,443
-58
| -0.4% | -$12.6K | 2.19% | 19 |
|
|
2021
Q1 | $3.59M | Sell |
15,501
-190
| -1% | -$44.1K | 2.49% | 18 |
|
|
2020
Q4 | $2.86M | Sell |
15,691
-15,396
| -50% | -$2.8M | 2.17% | 19 |
|
|
2020
Q3 | $4.64M | Sell |
31,087
-427
| -1% | -$63.7K | 3.76% | 8 |
|
|
2020
Q2 | $3.99M | Sell |
31,514
-688
| -2% | -$87K | 3.34% | 13 |
|
|
2020
Q1 | $3.74M | Sell |
32,202
-779
| -2% | -$90.4K | 3.42% | 15 |
|
|
2019
Q4 | $4.87M | Buy |
+32,981
| New | +$4.87M | 3.51% | 10 |
|