Braver Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20,559
| Closed | -$1.88M | – | 88 |
|
|
2014
Q4 | $1.88M | Buy |
20,559
+4,669
| +29% | +$427K | 0.39% | 46 |
|
|
2014
Q3 | $1.57M | Buy |
15,890
+1
| +0% | +$99 | 0.47% | 33 |
|
|
2014
Q2 | $1.73M | Sell |
15,889
-176
| -1% | -$19.1K | 0.45% | 37 |
|
|
2014
Q1 | $1.6M | Sell |
16,065
-210
| -1% | -$20.9K | 0.46% | 31 |
|
|
2013
Q4 | $1.48M | Buy |
16,275
+6,591
| +68% | +$599K | 0.51% | 36 |
|
|
2013
Q3 | $808K | Buy |
9,684
+916
| +10% | +$76.4K | 0.28% | 58 |
|
|
2013
Q2 | $723K | Buy |
+8,768
| New | +$723K | 0.33% | 50 |
|