Armbruster Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$9K | – | 273 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | 0.01% | 217 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | 0.01% | 214 |
|
|
2016
Q2 | $8K | Sell |
100
-50
| -33% | -$4K | 0.01% | 217 |
|
|
2016
Q1 | $11K | Hold |
150
| – | – | 0.01% | 231 |
|
|
2015
Q4 | $10K | Buy |
+150
| New | +$10K | 0.01% | 232 |
|