Bridgewater Wealth & Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,278
| Closed | -$245K | – | 43 |
|
|
2017
Q2 | $245K | Hold |
2,278
| – | – | 0.08% | 104 |
|
|
2017
Q1 | $211K | Buy |
2,278
+72
| +3% | +$6.67K | 0.08% | 102 |
|
|
2016
Q4 | $205K | Buy |
+2,206
| New | +$205K | 0.08% | 106 |
|
|
2015
Q1 | – | Sell |
-4,960
| Closed | -$454K | – | 80 |
|
|
2014
Q4 | $454K | Buy |
+4,960
| New | +$454K | 0.18% | 67 |
|