Gary Goldberg Planning Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $140K | Sell |
1,524
-978
| -39% | -$89.8K | 0.06% | 123 |
|
|
2014
Q3 | $248K | Buy |
2,502
+46
| +2% | +$4.56K | 0.1% | 99 |
|
|
2014
Q2 | $267K | Buy |
2,456
+2
| +0.1% | +$217 | 0.12% | 96 |
|
|
2014
Q1 | $244K | Buy |
2,454
+982
| +67% | +$97.6K | 0.12% | 94 |
|
|
2013
Q4 | $134K | Buy |
1,472
+111
| +8% | +$10.1K | 0.08% | 113 |
|
|
2013
Q3 | $114K | Sell |
1,361
-179
| -12% | -$15K | 0.07% | 121 |
|
|
2013
Q2 | $127K | Buy |
+1,540
| New | +$127K | 0.08% | 100 |
|