BCB

Brian C. Broderick’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,784	Closed	-$564K	–	78
2020 Q3	$564K	Sell	3,784 -40	-1%	-$5.96K	0.18%	58
2020 Q2	$484K	Hold	3,824	–	–	0.16%	64
2020 Q1	$444K	Hold	3,824	–	–	0.18%	58
2019 Q4	$564K	Sell	3,824 -10	-0.3%	-$1.48K	0.18%	59
2019 Q3	$484K	Hold	3,834	–	–	0.17%	63
2019 Q2	$522K	Sell	3,834 -40	-1%	-$5.45K	0.18%	61
2019 Q1	$525K	Buy	3,874 +676	+21%	+$91.6K	0.19%	62
2018 Q4	$406K	Buy	3,198 +174	+6%	+$22.1K	0.17%	64
2018 Q3	$461K	Hold	3,024	–	–	0.16%	66
2018 Q2	$410K	Hold	3,024	–	–	0.15%	69
2018 Q1	$446K	Hold	3,024	–	–	0.17%	67
2017 Q4	$477K	Hold	3,024	–	–	0.17%	66
2017 Q3	$377K	Hold	3,024	–	–	0.14%	75
2017 Q2	$325K	Hold	3,024	–	–	0.12%	83
2017 Q1	$281K	Hold	3,024	–	–	0.11%	81
2016 Q4	$280K	Hold	3,024	–	–	0.12%	82
2016 Q3	$268K	Hold	3,024	–	–	0.11%	88
2016 Q2	$229K	Hold	3,024	–	–	0.1%	95
2016 Q1	$231K	Hold	3,024	–	–	0.1%	93
2015 Q4	$206K	Buy	+3,024	New	+$206K	0.09%	96
2015 Q3	–	Sell	-3,024	Closed	-$256K	–	105
2015 Q2	$256K	Hold	3,024	–	–	0.11%	85
2015 Q1	$242K	Hold	3,024	–	–	0.1%	88
2014 Q4	$277K	Hold	3,024	–	–	0.12%	87
2014 Q3	$299K	Hold	3,024	–	–	0.13%	89
2014 Q2	$329K	Hold	3,024	–	–	0.15%	82
2014 Q1	$300K	Hold	3,024	–	–	0.15%	80
2013 Q4	$275K	Hold	3,024	–	–	0.14%	80
2013 Q3	$252K	Hold	3,024	–	–	0.14%	83
2013 Q2	$249K	Buy	+3,024	New	+$249K	0.15%	83