Advisor Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $21.8M | Sell |
147,611
-11,189
| -7% | -$1.65M | 0.15% | 124 |
|
|
2019
Q3 | $20.1M | Buy |
158,800
+1,996
| +1% | +$252K | 0.15% | 121 |
|
|
2019
Q2 | $21.4M | Sell |
156,804
-1,091
| -0.7% | -$149K | 0.16% | 108 |
|
|
2019
Q1 | $21.4M | Buy |
157,895
+4,914
| +3% | +$666K | 0.18% | 103 |
|
|
2018
Q4 | $19.4M | Buy |
152,981
+6,094
| +4% | +$775K | 0.19% | 96 |
|
|
2018
Q3 | $22.4M | Buy |
146,887
+78,826
| +116% | +$12M | 0.23% | 86 |
|
|
2018
Q2 | $9.24M | Sell |
68,061
-3,838
| -5% | -$521K | 0.13% | 155 |
|
|
2018
Q1 | $10.6M | Buy |
71,899
+856
| +1% | +$126K | 0.15% | 137 |
|
|
2017
Q4 | $11.2M | Sell |
71,043
-18,452
| -21% | -$2.91M | 0.15% | 131 |
|
|
2017
Q3 | $11.2M | Buy |
89,495
+3,622
| +4% | +$452K | 0.18% | 117 |
|
|
2017
Q2 | $9.23M | Buy |
85,873
+10,661
| +14% | +$1.15M | 0.16% | 130 |
|
|
2017
Q1 | $6.98M | Sell |
75,212
-1,623
| -2% | -$151K | 0.14% | 155 |
|
|
2016
Q4 | $7.13M | Sell |
76,835
-23
| -0% | -$2.13K | 0.16% | 139 |
|
|
2016
Q3 | $6.82M | Sell |
76,858
-2,402
| -3% | -$213K | 0.16% | 135 |
|
|
2016
Q2 | $6.01M | Buy |
+79,260
| New | +$6.01M | 0.16% | 147 |
|