B. Riley Financial’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 |
-1,908
| Closed | -$270K | – | 195 |
|
|
2018
Q2 | $270K | Sell |
1,908
-66
| -3% | -$9.34K | 0.07% | 238 |
|
|
2018
Q1 | $291K | Sell |
1,974
-485
| -20% | -$71.5K | 0.08% | 220 |
|
|
2017
Q4 | $387K | Sell |
2,459
-257
| -9% | -$40.4K | 0.1% | 187 |
|
|
2017
Q3 | $339K | Buy |
+2,716
| New | +$339K | 0.09% | 201 |
|