American Trust Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-18,809
| Closed | -$2.38M | – | 76 |
|
|
2019
Q3 | $2.38M | Sell |
18,809
-250
| -1% | -$31.6K | 1.82% | 22 |
|
|
2019
Q2 | $2.6M | Sell |
19,059
-900
| -5% | -$123K | 2.02% | 22 |
|
|
2019
Q1 | $2.7M | Sell |
19,959
-285
| -1% | -$38.6K | 2.08% | 20 |
|
|
2018
Q4 | $2.57M | Buy |
20,244
+15
| +0.1% | +$1.91K | 2.28% | 18 |
|
|
2018
Q3 | $3.09M | Buy |
20,229
+52
| +0.3% | +$7.93K | 2.4% | 16 |
|
|
2018
Q2 | $2.74M | Buy |
+20,177
| New | +$2.74M | 2.24% | 15 |
|