EWM
Elite Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,991
| Closed | -$253K | – | 35 |
|
|
2018
Q4 | $253K | Hold |
1,991
| – | – | 0.25% | 40 |
|
|
2018
Q3 | $304K | Hold |
1,991
| – | – | 0.06% | 40 |
|
|
2018
Q2 | $270K | Sell |
1,991
-200
| -9% | -$27.1K | 0.1% | 41 |
|
|
2018
Q1 | $323K | Hold |
2,191
| – | – | 0.26% | 46 |
|
|
2017
Q4 | $345K | Buy |
+2,191
| New | +$345K | 0.29% | 44 |
|
|
2016
Q3 | $78K | Buy |
+883
| New | +$78K | 0.13% | 49 |
|
|
2014
Q4 | – | Sell |
-1,583
| Closed | -$157K | – | 135 |
|
|
2014
Q3 | $157K | Hold |
1,583
| – | – | 0.14% | 72 |
|
|
2014
Q2 | $172K | Sell |
1,583
-86
| -5% | -$9.34K | 0.17% | 64 |
|
|
2014
Q1 | $166K | Sell |
1,669
-25,447
| -94% | -$2.53M | 0.13% | 68 |
|
|
2013
Q4 | $2.46M | Buy |
27,116
+25,533
| +1,613% | +$2.32M | 1.8% | 10 |
|
|
2013
Q3 | $132K | Buy |
1,583
+1,383
| +692% | +$115K | 0.12% | 100 |
|
|
2013
Q2 | $16K | Buy |
+200
| New | +$16K | 0.02% | 189 |
|