CWA
Constellation Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-5,108
| Closed | -$507K | – | 200 |
|
|
2014
Q1 | $507K | Hold |
5,108
| – | – | 0.05% | 144 |
|
|
2013
Q4 | $464K | Sell |
5,108
-86
| -2% | -$7.81K | 0.04% | 155 |
|
|
2013
Q3 | $433K | Buy |
5,194
+550
| +12% | +$45.9K | 0.05% | 150 |
|
|
2013
Q2 | $383K | Buy |
+4,644
| New | +$383K | 0.05% | 152 |
|