WPA
Winning Points Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,830
| Closed | -$249K | – | 62 |
|
|
2021
Q4 | $249K | Buy |
+1,830
| New | +$249K | 0.18% | 63 |
|
|
2021
Q2 | – | Sell |
-1,830
| Closed | -$424K | – | 59 |
|
|
2021
Q1 | $424K | Hold |
1,830
| – | – | 0.32% | 46 |
|
|
2020
Q4 | $333K | Hold |
1,830
| – | – | 0.27% | 48 |
|
|
2020
Q3 | $273K | Hold |
1,830
| – | – | 0.23% | 50 |
|
|
2020
Q2 | $231K | Hold |
1,830
| – | – | 0.22% | 49 |
|
|
2020
Q1 | $212K | Hold |
1,830
| – | – | 0.21% | 54 |
|
|
2019
Q4 | $270K | Hold |
1,830
| – | – | 0.17% | 62 |
|
|
2019
Q3 | $232K | Hold |
1,830
| – | – | 0.17% | 65 |
|
|
2019
Q2 | $249K | Hold |
1,830
| – | – | 0.18% | 63 |
|
|
2019
Q1 | $248K | Hold |
1,830
| – | – | 0.19% | 61 |
|
|
2018
Q4 | $231K | Hold |
1,830
| – | – | 0.2% | 62 |
|
|
2018
Q3 | $279K | Hold |
1,830
| – | – | 0.21% | 60 |
|
|
2018
Q2 | $248K | Hold |
1,830
| – | – | 0.2% | 62 |
|
|
2018
Q1 | $269K | Hold |
1,830
| – | – | 0.22% | 62 |
|
|
2017
Q4 | $288K | Sell |
1,830
-1,000
| -35% | -$157K | 0.23% | 61 |
|
|
2017
Q3 | $324K | Sell |
2,830
-38
| -1% | -$4.35K | 0.28% | 57 |
|
|
2017
Q2 | $307K | Buy |
2,868
+38
| +1% | +$4.07K | 0.3% | 56 |
|
|
2017
Q1 | $263K | Hold |
2,830
| – | – | 0.26% | 56 |
|
|
2016
Q4 | $262K | Buy |
+2,830
| New | +$262K | 0.29% | 55 |
|