WWM
Willingdon Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-89
| Closed | -$13K | – | 303 |
|
|
2019
Q4 | $13K | Buy |
89
+62
| +230% | +$9.06K | ﹤0.01% | 231 |
|
|
2019
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 299 |
|
|
2018
Q4 | – | Sell |
-122
| Closed | -$19K | – | 348 |
|
|
2018
Q3 | $19K | Buy |
+122
| New | +$19K | 0.01% | 266 |
|
|
2014
Q1 | – | Sell |
-9,177
| Closed | -$833K | – | 80 |
|
|
2013
Q4 | $833K | Buy |
+9,177
| New | +$833K | 0.65% | 57 |
|