BAM
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Brave Asset Management’s Caterpillar CAT Stock Holding History

Brave Asset Management’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
2018
Q2 		– Sell
-1,534
Closed -$226K – 157
2018
Q1 		$226K Sell
1,534
-572
-27% -$90.3K 0.14% 118
2017
Q4 		$332K Hold
2,106
– – 0.18% 98
2017
Q3 		$263K Hold
2,106
– – 0.15% 110
2017
Q2 		$226K Buy
+2,106
New +$214K 0.13% 121
2017
Q1 		– Sell
-4,890
Closed -$453K – 176
2016
Q4 		$453K Sell
4,890
-7,526
-61% -$682K 0.29% 86
2016
Q3 		$1.1M Sell
12,416
-5,822
-32% -$476K 0.71% 39
2016
Q2 		$1.38M Sell
18,238
-1,565
-8% -$117K 0.93% 32
2016
Q1 		$1.52M Buy
19,803
+1,260
+7% +$84.5K 1.07% 25
2015
Q4 		$1.26M Hold
18,543
– – 0.85% 31
2015
Q3 		$1.21M Buy
18,543
+550
+3% +$42.1K 0.93% 29
2015
Q2 		$1.53M Buy
17,993
+1,315
+8% +$113K 1.07% 27
2015
Q1 		$1.33M Sell
16,678
-2,020
-11% -$168K 0.94% 31
2014
Q4 		$1.71M Sell
18,698
-300
-2% -$29.2K 1.23% 23
2014
Q3 		$1.88M Hold
18,998
– – 1.4% 17
2014
Q2 		$2.06M Hold
18,998
– – 1.46% 15
2014
Q1 		$1.89M Hold
18,998
– – 1.5% 14
2013
Q4 		$1.73M Buy
+18,998
New +$1.62M 1.38% 18

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