Bruderman Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$89K Sell
2018
Q4
$116K Buy
2018
Q3
$97K Sell
2018
Q2
$238K Sell
2018
Q1
$358K Sell
2017
Q4
$401K Sell
2017
Q3
$2.87M Sell
2017
Q2
$5.04M Sell
2017
Q1
$7.55M Sell
2016
Q4
$7.83M Sell
2016
Q3
$7.71M Buy
2016
Q2
$4.76M Buy
2016
Q1
$2.89M Buy
2015
Q4
$94K Buy
2015
Q3
$91K Sell
2015
Q2
$147K Buy
2015
Q1
$138K Buy