Advantage Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $288K | Sell |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $433K | Buy |
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|
2018
Q3 | $470K | Buy |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $426K | Sell |
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|
2017
Q3 | $426K | Buy |
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|
2017
Q2 | $229K | Buy |
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|
2017
Q1 | $166K | Buy |
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|
2016
Q4 | $125K | Hold |
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|
2016
Q3 | $120K | Sell |
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|
2016
Q2 | $106K | Hold |
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|
2016
Q1 | $107K | Hold |
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|
2015
Q4 | $95K | Sell |
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|
2015
Q3 | $94K | Sell |
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|
2015
Q2 | $130K | Hold |
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|
2015
Q1 | $123K | Sell |
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|
2014
Q4 | $145K | Buy |
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