BAM
Bruderman Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-660
| Closed | -$89K | – | 179 |
|
|
2019
Q1 | $89K | Sell |
660
-255
| -28% | -$34.4K | 0.02% | 207 |
|
|
2018
Q4 | $116K | Buy |
915
+280
| +44% | +$35.5K | 0.03% | 157 |
|
|
2018
Q3 | $97K | Sell |
635
-1,122
| -64% | -$171K | 0.02% | 162 |
|
|
2018
Q2 | $238K | Sell |
1,757
-674
| -28% | -$91.3K | 0.06% | 113 |
|
|
2018
Q1 | $358K | Sell |
2,431
-116
| -5% | -$17.1K | 0.09% | 103 |
|
|
2017
Q4 | $401K | Sell |
2,547
-20,423
| -89% | -$3.22M | 0.1% | 95 |
|
|
2017
Q3 | $2.87M | Sell |
22,970
-23,906
| -51% | -$2.98M | 0.74% | 39 |
|
|
2017
Q2 | $5.04M | Sell |
46,876
-34,491
| -42% | -$3.71M | 1.34% | 23 |
|
|
2017
Q1 | $7.55M | Sell |
81,367
-3,072
| -4% | -$285K | 2.18% | 16 |
|
|
2016
Q4 | $7.83M | Sell |
84,439
-2,432
| -3% | -$226K | 2.36% | 11 |
|
|
2016
Q3 | $7.71M | Buy |
86,871
+24,022
| +38% | +$2.13M | 2.3% | 11 |
|
|
2016
Q2 | $4.77M | Buy |
62,849
+25,039
| +66% | +$1.9M | 1.49% | 21 |
|
|
2016
Q1 | $2.89M | Buy |
37,810
+36,420
| +2,620% | +$2.79M | 1.01% | 30 |
|
|
2015
Q4 | $94K | Buy |
1,390
+3
| +0.2% | +$203 | 0.04% | 158 |
|
|
2015
Q3 | $91K | Sell |
1,387
-342
| -20% | -$22.4K | 0.04% | 159 |
|
|
2015
Q2 | $147K | Buy |
1,729
+2
| +0.1% | +$170 | 0.06% | 129 |
|
|
2015
Q1 | $138K | Buy |
+1,727
| New | +$138K | 0.05% | 132 |
|