FinTrust Investment Advisory Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
$726K Buy
4,928
+100
+2% +$14.7K 0.66% 29
2017
Q4
$761K Sell
4,828
-35
-0.7% -$5.52K 0.67% 29
2017
Q3
$606K Buy
+4,863
New +$606K 0.58% 34
2013
Q3
$345K Sell
4,139
-413
-9% -$34.4K 0.71% 33
2013
Q2
$375K Buy
+4,552
New +$375K 0.64% 40