Gerald L. Ray & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.53M | Hold |
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|
2017
Q2 | $3.04M | Buy |
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|
2017
Q1 | $2.62M | Buy |
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|
2016
Q4 | $2.58M | Sell |
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|
2016
Q3 | $2.63M | Buy |
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|
2016
Q2 | $2.25M | Sell |
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|
2016
Q1 | $2.32M | Sell |
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|
2015
Q4 | $2.15M | Sell |
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|
2015
Q3 | $2.2M | Sell |
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|
2015
Q2 | $4.67M | Sell |
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|
2015
Q1 | $4.46M | Buy |
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|
2014
Q4 | $4.94M | Sell |
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|
2014
Q3 | $5.4M | Sell |
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|
2014
Q2 | $6.25M | Sell |
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|
2014
Q1 | $5.94M | Buy |
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|
2013
Q4 | $5.42M | Sell |
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|
2013
Q3 | $5.01M | Buy |
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|
2013
Q2 | $4.91M | Buy |
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