West Coast Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$200K | – | 126 |
|
|
2020
Q4 | $200K | Buy |
+1,100
| New | +$200K | 0.04% | 119 |
|
|
2018
Q4 | – | Sell |
-7,933
| Closed | -$1.21M | – | 110 |
|
|
2018
Q3 | $1.21M | Buy |
7,933
+6,459
| +438% | +$985K | 0.28% | 67 |
|
|
2018
Q2 | $200K | Hold |
1,474
| – | – | 0.06% | 107 |
|
|
2018
Q1 | $217K | Buy |
1,474
+74
| +5% | +$10.9K | 0.06% | 102 |
|
|
2017
Q4 | $221K | Sell |
1,400
-6,658
| -83% | -$1.05M | 0.06% | 103 |
|
|
2017
Q3 | $1.01M | Buy |
+8,058
| New | +$1.01M | 0.27% | 68 |
|