Wealthspire Advisors (Maryland)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $848K | Sell |
5,688
-105
| -2% | -$15.7K | 0.03% | 205 |
|
|
2020
Q2 | $733K | Buy |
5,793
+182
| +3% | +$23K | 0.05% | 198 |
|
|
2020
Q1 | $651K | Buy |
5,611
+192
| +4% | +$22.3K | 0.06% | 201 |
|
|
2019
Q4 | $800K | Sell |
5,419
-458
| -8% | -$67.6K | 0.05% | 201 |
|
|
2019
Q3 | $742K | Sell |
5,877
-128
| -2% | -$16.2K | 0.05% | 191 |
|
|
2019
Q2 | $818K | Buy |
6,005
+482
| +9% | +$65.7K | 0.06% | 160 |
|
|
2019
Q1 | $748K | Sell |
5,523
-1,459
| -21% | -$198K | 0.06% | 178 |
|
|
2018
Q4 | $887K | Buy |
6,982
+386
| +6% | +$49K | 0.08% | 133 |
|
|
2018
Q3 | $1.01M | Buy |
6,596
+315
| +5% | +$48K | 0.08% | 137 |
|
|
2018
Q2 | $852K | Buy |
6,281
+662
| +12% | +$89.8K | 0.08% | 146 |
|
|
2018
Q1 | $828K | Sell |
5,619
-136
| -2% | -$20K | 0.08% | 153 |
|
|
2017
Q4 | $907K | Buy |
5,755
+1,463
| +34% | +$231K | 0.09% | 147 |
|
|
2017
Q3 | $535K | Buy |
4,292
+113
| +3% | +$14.1K | 0.06% | 227 |
|
|
2017
Q2 | $449K | Sell |
4,179
-221
| -5% | -$23.7K | 0.05% | 247 |
|
|
2017
Q1 | $408K | Sell |
4,400
-322
| -7% | -$29.9K | 0.06% | 223 |
|
|
2016
Q4 | $438K | Sell |
4,722
-94
| -2% | -$8.72K | 0.07% | 197 |
|
|
2016
Q3 | $427K | Sell |
4,816
-24
| -0.5% | -$2.13K | 0.07% | 197 |
|
|
2016
Q2 | $367K | Sell |
4,840
-93
| -2% | -$7.05K | 0.06% | 212 |
|
|
2016
Q1 | $378K | Sell |
4,933
-761
| -13% | -$58.3K | 0.07% | 201 |
|
|
2015
Q4 | $387K | Buy |
+5,694
| New | +$387K | 0.07% | 198 |
|