Wealthcare Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-278
| Closed | -$64K | – | 168 |
|
|
2021
Q1 | $64K | Buy |
+278
| New | +$64K | 0.01% | 126 |
|
|
2020
Q2 | – | Sell |
-158
| Closed | -$18K | – | 78 |
|
|
2020
Q1 | $18K | Sell |
158
-22
| -12% | -$2.51K | ﹤0.01% | 138 |
|
|
2019
Q4 | $27K | Buy |
180
+45
| +33% | +$6.75K | ﹤0.01% | 137 |
|
|
2019
Q3 | $17K | Hold |
135
| – | – | ﹤0.01% | 141 |
|
|
2019
Q2 | $18K | Hold |
135
| – | – | ﹤0.01% | 133 |
|
|
2019
Q1 | $18K | Hold |
135
| – | – | ﹤0.01% | 141 |
|
|
2018
Q4 | $17K | Hold |
135
| – | – | ﹤0.01% | 137 |
|
|
2018
Q3 | $21K | Hold |
135
| – | – | ﹤0.01% | 134 |
|
|
2018
Q2 | $18K | Buy |
135
+70
| +108% | +$9.33K | ﹤0.01% | 133 |
|
|
2018
Q1 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 143 |
|
|
2015
Q2 | – | Sell |
-409
| Closed | -$33K | – | 454 |
|
|
2015
Q1 | $33K | Buy |
409
+80
| +24% | +$6.46K | ﹤0.01% | 328 |
|
|
2014
Q4 | $30K | Buy |
329
+2
| +0.6% | +$182 | ﹤0.01% | 103 |
|
|
2014
Q3 | $32K | Buy |
327
+2
| +0.6% | +$196 | ﹤0.01% | 95 |
|
|
2014
Q2 | $35K | Buy |
325
+2
| +0.6% | +$215 | 0.01% | 87 |
|
|
2014
Q1 | $32K | Buy |
323
+2
| +0.6% | +$198 | 0.01% | 90 |
|
|
2013
Q4 | $29K | Buy |
321
+2
| +0.6% | +$181 | ﹤0.01% | 56 |
|
|
2013
Q3 | $27K | Buy |
319
+2
| +0.6% | +$169 | ﹤0.01% | 54 |
|
|
2013
Q2 | $26K | Buy |
+317
| New | +$26K | ﹤0.01% | 56 |
|