BKS Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $780K | Sell |
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|
2018
Q4 | $815K | Buy |
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|
2018
Q3 | $729K | Sell |
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|
2018
Q2 | $735K | Buy |
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|
2018
Q1 | $749K | Buy |
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|
2017
Q4 | $796K | Buy |
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|
2017
Q3 | $630K | Sell |
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|
2017
Q2 | $580K | Sell |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $509K | Buy |
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|
2016
Q3 | $391K | Sell |
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|
2016
Q2 | $371K | Sell |
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|
2016
Q1 | $385K | Buy |
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|
2015
Q4 | $301K | Sell |
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|
2015
Q3 | $295K | Buy |
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|
2015
Q2 | $368K | Buy |
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|
2015
Q1 | $347K | Buy |
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