Fusion Family Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-107
| Closed | -$17K | – | 282 |
|
|
2017
Q4 | $17K | Hold |
107
| – | – | ﹤0.01% | 187 |
|
|
2017
Q3 | $13K | Hold |
107
| – | – | ﹤0.01% | 139 |
|
|
2017
Q2 | $11K | Hold |
107
| – | – | ﹤0.01% | 198 |
|
|
2017
Q1 | $10K | Hold |
107
| – | – | ﹤0.01% | 203 |
|
|
2016
Q4 | $10K | Buy |
+107
| New | +$10K | 0.01% | 244 |
|