CT Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $217K | Buy |
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|
2016
Q4 | $217K | Buy |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $185K | Sell |
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|
2016
Q1 | $226K | Buy |
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|
2015
Q4 | $180K | Buy |
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|
2015
Q3 | $173K | Buy |
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|
2015
Q2 | $202K | Hold |
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|
2015
Q1 | $190K | Hold |
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|
2014
Q4 | $218K | Buy |
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|
2014
Q1 | $190K | Buy |
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