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Windsor Creek Advisors’s Caterpillar CAT Stock Holding History

Windsor Creek Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,196
Closed -$255K – 126
2020
Q1 		$255K Buy
+2,196
New +$255K 0.09% 95
2019
Q4 		– Hold
0
– – – 105
2019
Q1 		– Sell
-4,000
Closed -$508K – 94
2018
Q4 		$508K Buy
+4,000
New +$508K 0.16% 73