Willow Creek Wealth Management’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 |
-3,142
| Closed | -$562K | – | 120 |
|
|
2022
Q2 | $562K | Hold |
3,142
| – | – | 0.1% | 65 |
|
|
2022
Q1 | $700K | Hold |
3,142
| – | – | 0.14% | 53 |
|
|
2021
Q4 | $650K | Hold |
3,142
| – | – | 0.13% | 54 |
|
|
2021
Q3 | $603K | Hold |
3,142
| – | – | 0.13% | 50 |
|
|
2021
Q2 | $684K | Buy |
+3,142
| New | +$684K | 0.16% | 45 |
|