American Financial Network Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,533
| Closed | -$201K | – | 138 |
|
|
2019
Q1 | $201K | Sell |
1,533
-2,115
| -58% | -$277K | 0.15% | 141 |
|
|
2018
Q4 | $464K | Sell |
3,648
-182
| -5% | -$23.1K | 0.33% | 91 |
|
|
2018
Q3 | $584K | Buy |
3,830
+3,740
| +4,156% | +$570K | 0.31% | 96 |
|
|
2018
Q2 | $523 | Sell |
90
-10
| -10% | -$58 | 0.28% | 102 |
|
|
2018
Q1 | $594 | Sell |
100
-6,743
| -99% | -$40.1K | 0.31% | 89 |
|
|
2017
Q4 | $1.08M | Sell |
6,843
-781
| -10% | -$123K | 0.45% | 69 |
|
|
2017
Q3 | $951K | Buy |
+7,624
| New | +$951K | 0.41% | 79 |
|