Advocacy Wealth Management Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-63
| Closed | -$5K | – | 371 |
|
|
2016
Q2 | $5K | Sell |
63
-3
| -5% | -$238 | ﹤0.01% | 346 |
|
|
2016
Q1 | $5K | Buy |
66
+31
| +89% | +$2.35K | ﹤0.01% | 415 |
|
|
2015
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 480 |
|
|
2013
Q3 | $17K | Hold |
200
| – | – | 0.05% | 195 |
|
|
2013
Q2 | $16K | Buy |
+200
| New | +$16K | 0.06% | 158 |
|