Catamount Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $181K | Hold |
1,333
| – | – | 0.1% | 51 |
|
|
2018
Q4 | $178K | Hold |
1,333
| – | – | 0.12% | 41 |
|
|
2018
Q3 | $203K | Hold |
1,333
| – | – | 0.1% | 46 |
|
|
2018
Q2 | $181K | Hold |
1,333
| – | – | 0.09% | 43 |
|
|
2018
Q1 | $196K | Hold |
1,333
| – | – | 0.1% | 40 |
|
|
2017
Q4 | $210K | Hold |
1,333
| – | – | 0.12% | 40 |
|
|
2017
Q3 | $166K | Buy |
+1,333
| New | +$166K | 0.1% | 40 |
|