Fiduciary Financial Services of The Southwest’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $417K | Sell |
|
|||||
|
2019
Q3 | $361K | Buy |
|
|||||
|
2019
Q2 | $385K | Sell |
|
|||||
|
2019
Q1 | $390K | Sell |
|
|||||
|
2018
Q4 | $603K | Sell |
|
|||||
|
2018
Q3 | $814K | Sell |
|
|||||
|
2018
Q2 | $788K | Sell |
|
|||||
|
2018
Q1 | $909K | Buy |
|
|||||
|
2017
Q4 | $507K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $633K | Sell |
|
|||||
|
2015
Q1 | $667K | Sell |
|
|||||
|
2014
Q4 | $832K | Sell |
|
|||||
|
2014
Q3 | $966K | Hold |
|
|||||
|
2014
Q2 | $1.06M | Sell |
|
|||||
|
2014
Q1 | $972K | Buy |
|
|||||
|
2013
Q4 | $881K | Sell |
|
|||||
|
2013
Q3 | $927K | Sell |
|
|||||
|
2013
Q2 | $1.11M | Buy |
|