Wealthstreet Investment Advisors’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 |
-38,645
| Closed | -$8.96M | – | 126 |
|
|
2021
Q1 | $8.96M | Hold |
38,645
| – | – | 0.87% | 28 |
|
|
2020
Q4 | $7.03M | Sell |
38,645
-300
| -0.8% | -$54.6K | 0.71% | 34 |
|
|
2020
Q3 | $5.81M | Buy |
38,945
+475
| +1% | +$70.8K | 0.65% | 37 |
|
|
2020
Q2 | $4.87M | Sell |
38,470
-6,667
| -15% | -$843K | 0.6% | 42 |
|
|
2020
Q1 | $5.24M | Sell |
45,137
-7,570
| -14% | -$878K | 0.77% | 36 |
|
|
2019
Q4 | $7.78M | Sell |
52,707
-100
| -0.2% | -$14.8K | 0.91% | 27 |
|
|
2019
Q3 | $7.46M | Sell |
52,807
-225
| -0.4% | -$31.8K | 0.95% | 26 |
|
|
2019
Q2 | $7.23M | Buy |
53,032
+470
| +0.9% | +$64.1K | 0.93% | 27 |
|
|
2019
Q1 | $7.12M | Sell |
52,562
-3
| -0% | -$406 | 0.94% | 28 |
|
|
2018
Q4 | $6.54M | Buy |
52,565
+11,805
| +29% | +$1.47M | 0.92% | 27 |
|
|
2018
Q3 | $6.22M | Buy |
40,760
+11,170
| +38% | +$1.7M | 0.77% | 35 |
|
|
2018
Q2 | $4.02M | Buy |
29,590
+150
| +0.5% | +$20.4K | 0.53% | 52 |
|
|
2018
Q1 | $4.34M | Buy |
29,440
+1,000
| +4% | +$147K | 0.54% | 51 |
|
|
2017
Q4 | $4.48M | Buy |
+28,440
| New | +$4.48M | 0.54% | 51 |
|