Alpha Windward’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-35
| Closed | -$5K | – | 409 |
|
|
2018
Q2 | $5K | Sell |
35
-5
| -13% | -$714 | ﹤0.01% | 390 |
|
|
2018
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 398 |
|
|
2017
Q4 | $6K | Sell |
40
-16
| -29% | -$2.4K | ﹤0.01% | 398 |
|
|
2017
Q3 | $7K | Hold |
56
| – | – | ﹤0.01% | 398 |
|
|
2017
Q2 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 394 |
|