Cobiz Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,925
| Closed | -$261K | – | 131 |
|
|
2018
Q2 | $261K | Buy |
1,925
+37
| +2% | +$5.02K | 0.05% | 117 |
|
|
2018
Q1 | $278K | Hold |
1,888
| – | – | 0.06% | 112 |
|
|
2017
Q4 | $298K | Buy |
+1,888
| New | +$298K | 0.06% | 114 |
|
|
2015
Q3 | – | Sell |
-2,487
| Closed | -$211K | – | 138 |
|
|
2015
Q2 | $211K | Buy |
+2,487
| New | +$211K | 0.05% | 134 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$217K | – | 128 |
|
|
2014
Q2 | $217K | Buy |
+2,000
| New | +$217K | 0.05% | 121 |
|
|
2013
Q3 | – | Sell |
-1,900
| Closed | -$157K | – | 155 |
|
|
2013
Q2 | $157K | Buy |
+1,900
| New | +$157K | 0.04% | 111 |
|