WESPAC Advisors SoCal’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,496
| Closed | -$446K | – | 70 |
|
|
2022
Q2 | $446K | Sell |
2,496
-279
| -10% | -$49.9K | 0.17% | 62 |
|
|
2022
Q1 | $618K | Buy |
+2,775
| New | +$618K | 0.19% | 65 |
|
|
2016
Q3 | – | Sell |
-282
| Closed | -$21.4K | – | 286 |
|
|
2016
Q2 | $21.4K | Hold |
282
| – | – | 0.01% | 153 |
|
|
2016
Q1 | $21.6K | Hold |
282
| – | – | 0.02% | 150 |
|
|
2015
Q4 | $19K | Buy |
+282
| New | +$19K | 0.01% | 159 |
|