WealthStone’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $335K | Buy |
1,445
+294
| +26% | +$68.2K | 0.12% | 131 |
|
|
2020
Q4 | $210K | Buy |
+1,151
| New | +$210K | 0.07% | 210 |
|
|
2020
Q3 | – | Sell |
-2,148
| Closed | -$272K | – | 210 |
|
|
2020
Q2 | $272K | Buy |
+2,148
| New | +$272K | 0.13% | 123 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$6.81K | – | 147 |
|
|
2019
Q2 | $6.81K | Buy |
+50
| New | +$6.81K | ﹤0.01% | 304 |
|