Concert Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $499K | Sell |
|
|||||
|
2016
Q4 | $608K | Sell |
|
|||||
|
2016
Q3 | $1.65M | Sell |
|
|||||
|
2016
Q2 | $1.42M | Buy |
|
|||||
|
2016
Q1 | $956K | Buy |
|
|||||
|
2015
Q4 | $786K | Sell |
|
|||||
|
2015
Q3 | $802K | Buy |
|
|||||
|
2015
Q2 | $902K | Sell |
|
|||||
|
2015
Q1 | $532K | Buy |
|
|||||
|
2014
Q4 | $885K | Buy |
|
|||||
|
2014
Q3 | $744K | Sell |
|
|||||
|
2014
Q2 | $817K | Buy |
|
|||||
|
2014
Q1 | $765K | Sell |
|
|||||
|
2013
Q4 | $710K | Buy |
|
|||||
|
2013
Q3 | $628K | Sell |
|
|||||
|
2013
Q2 | $724K | Buy |
|