Delphi Private Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-352
| Closed | -$55K | – | 85 |
|
|
2017
Q4 | $55K | Buy |
+352
| New | +$55K | 0.14% | 72 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$6K | – | 128 |
|
|
2016
Q4 | $6K | Hold |
70
| – | – | 0.01% | 121 |
|
|
2016
Q3 | $6K | Sell |
70
-11
| -14% | -$943 | 0.01% | 141 |
|
|
2016
Q2 | $6K | Sell |
81
-2
| -2% | -$148 | 0.01% | 168 |
|
|
2016
Q1 | $6K | Sell |
83
-26
| -24% | -$1.88K | 0.01% | 170 |
|
|
2015
Q4 | $7K | Buy |
+109
| New | +$7K | 0.01% | 176 |
|