Bridgewater Wealth & Financial Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$245K Hold
2017
Q1
$211K Buy
2016
Q4
$205K Buy
2015
Q1
Sell
2014
Q4
$454K Buy