Edge Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $48K | Hold |
360
| – | – | ﹤0.01% | 519 |
|
|
2018
Q1 | $53K | Sell |
360
-125
| -26% | -$18.4K | 0.01% | 516 |
|
|
2017
Q4 | $76K | Hold |
485
| – | – | 0.01% | 442 |
|
|
2017
Q3 | $60K | Sell |
485
-524
| -52% | -$64.8K | 0.01% | 465 |
|
|
2017
Q2 | $108K | Buy |
1,009
+4
| +0.4% | +$428 | 0.01% | 384 |
|
|
2017
Q1 | $93K | Sell |
1,005
-495
| -33% | -$45.8K | 0.01% | 415 |
|
|
2016
Q4 | $139K | Buy |
+1,500
| New | +$139K | 0.02% | 343 |
|