CT Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $217K | Buy |
2,340
+1
| +0% | +$93 | 0.13% | 148 |
|
|
2016
Q4 | $217K | Buy |
2,339
+1
| +0% | +$93 | 0.14% | 143 |
|
|
2016
Q3 | $208K | Sell |
2,338
-100
| -4% | -$8.88K | 0.13% | 144 |
|
|
2016
Q2 | $185K | Sell |
2,438
-509
| -17% | -$38.6K | 0.11% | 151 |
|
|
2016
Q1 | $226K | Buy |
2,947
+301
| +11% | +$23K | 0.13% | 143 |
|
|
2015
Q4 | $180K | Buy |
2,646
+1
| +0% | +$68 | 0.1% | 159 |
|
|
2015
Q3 | $173K | Buy |
2,645
+265
| +11% | +$17.3K | 0.11% | 157 |
|
|
2015
Q2 | $202K | Hold |
2,380
| – | – | 0.11% | 149 |
|
|
2015
Q1 | $190K | Hold |
2,380
| – | – | 0.11% | 160 |
|
|
2014
Q4 | $218K | Buy |
+2,380
| New | +$218K | 0.16% | 107 |
|
|
2014
Q1 | $190K | Buy |
+2,380
| New | +$190K | 0.11% | 160 |
|