DIS
Diversified Investment Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,975
| Closed | -$276K | – | 46 |
|
|
2016
Q4 | $276K | Hold |
2,975
| – | – | 0.29% | 39 |
|
|
2016
Q3 | $264K | Hold |
2,975
| – | – | 0.26% | 44 |
|
|
2016
Q2 | $226K | Hold |
2,975
| – | – | 0.23% | 49 |
|
|
2016
Q1 | $228K | Hold |
2,975
| – | – | 0.24% | 47 |
|
|
2015
Q4 | $202K | Buy |
+2,975
| New | +$202K | 0.23% | 50 |
|
|
2015
Q3 | – | Sell |
-2,550
| Closed | -$216K | – | 65 |
|
|
2015
Q2 | $216K | Buy |
+2,550
| New | +$216K | 0.22% | 57 |
|
|
2013
Q4 | – | Sell |
-3,300
| Closed | -$275K | – | 69 |
|
|
2013
Q3 | $275K | Hold |
3,300
| – | – | 0.22% | 64 |
|
|
2013
Q2 | $272K | Buy |
+3,300
| New | +$272K | 0.23% | 65 |
|