BKA
Brick & Kyle Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-100
| Closed | -$9K | – | 127 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | 0.01% | 348 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | 0.01% | 349 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | 0.01% | 352 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | 0.01% | 361 |
|
|
2016
Q1 | $8K | Hold |
100
| – | – | 0.01% | 356 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | 0.01% | 356 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | 0.01% | 369 |
|
|
2015
Q2 | $8K | Hold |
100
| – | – | 0.01% | 386 |
|
|
2015
Q1 | $8K | Sell |
100
-200
| -67% | -$16K | 0.01% | 384 |
|
|
2014
Q4 | $27K | Buy |
+300
| New | +$27K | 0.02% | 227 |
|