Catawba Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$531K Hold
2018
Q1
$577K Sell
2017
Q4
$622K Hold
2017
Q3
$492K Hold
2017
Q2
$424K Sell
2017
Q1
$389K Hold
2016
Q4
$389K Hold
2016
Q3
$372K Hold
2016
Q2
$318K Buy
2016
Q1
$313K Hold
2015
Q4
$278K Hold
2015
Q3
$268K Sell
2015
Q2
$350K Hold
2015
Q1
$330K Hold
2014
Q4
$378K Hold
2014
Q3
$408K Sell
2014
Q2
$450K Hold
2014
Q1
$411K Hold
2013
Q4
$376K Hold
2013
Q3
$345K Hold
2013
Q2
$342K Buy