BRC
CAT icon

Bell Rock Capital’s Caterpillar CAT Stock Holding History

Bell Rock Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-161
Closed -$23K – 99
2019
Q4 		$23K Buy
161
+2
+1% +$279 0.02% 268
2019
Q3 		$20K Sell
159
-209
-57% -$26.6K 0.02% 259
2019
Q2 		$50K Buy
368
+3
+0.8% +$396 0.04% 202
2019
Q1 		$49K Buy
365
+2
+0.6% +$266 0.03% 239
2018
Q4 		$46K Sell
363
-484
-57% -$63K 0.03% 237
2018
Q3 		$130K Sell
847
-327
-28% -$46.3K 0.06% 168
2018
Q2 		$160K Sell
1,174
-5,178
-82% -$774K 0.08% 152
2018
Q1 		$935K Buy
6,352
+3,975
+167% +$628K 0.5% 52
2017
Q4 		$375K Buy
2,377
+100
+4% +$13.9K 0.2% 87
2017
Q3 		$282K Sell
2,277
-38
-2% -$4.38K 0.16% 99
2017
Q2 		$248K Buy
2,315
+1,233
+114% +$125K 0.15% 102
2017
Q1 		$100K Buy
1,082
+902
+501% +$85.4K 0.09% 130
2016
Q4 		$17K Buy
+180
New +$16.3K 0.02% 254

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