FCG Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $270K | Sell |
1,810
-64
| -3% | -$9.55K | 0.06% | 151 |
|
|
2020
Q2 | $237K | Sell |
1,874
-160
| -8% | -$20.2K | 0.06% | 145 |
|
|
2020
Q1 | $236K | Buy |
2,034
+440
| +28% | +$51.1K | 0.07% | 130 |
|
|
2019
Q4 | $235K | Buy |
1,594
+2
| +0.1% | +$295 | 0.07% | 149 |
|
|
2019
Q3 | $201K | Buy |
1,592
+3
| +0.2% | +$379 | 0.06% | 152 |
|
|
2019
Q2 | $217K | Sell |
1,589
-102
| -6% | -$13.9K | 0.07% | 144 |
|
|
2019
Q1 | $229K | Buy |
1,691
+23
| +1% | +$3.12K | 0.08% | 134 |
|
|
2018
Q4 | $212K | Buy |
1,668
+5
| +0.3% | +$635 | 0.08% | 127 |
|
|
2018
Q3 | $254K | Buy |
1,663
+67
| +4% | +$10.2K | 0.09% | 117 |
|
|
2018
Q2 | $217K | Buy |
1,596
+202
| +14% | +$27.5K | 0.08% | 125 |
|
|
2018
Q1 | $205K | Buy |
+1,394
| New | +$205K | 0.07% | 119 |
|