GCA
Gideon Capital Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,568
| Closed | -$1.71M | – | 33 |
|
|
2019
Q4 | $1.71M | Sell |
11,568
-1,676
| -13% | -$247K | 0.59% | 68 |
|
|
2019
Q3 | $1.67M | Buy |
+13,244
| New | +$1.67M | 0.55% | 62 |
|
|
2018
Q3 | – | Sell |
-4,062
| Closed | -$551K | – | 357 |
|
|
2018
Q2 | $551K | Sell |
4,062
-4,648
| -53% | -$630K | 0.28% | 119 |
|
|
2018
Q1 | $1.28M | Buy |
+8,710
| New | +$1.28M | 0.8% | 11 |
|
|
2017
Q2 | – | Sell |
-5,244
| Closed | -$486K | – | 267 |
|
|
2017
Q1 | $486K | Buy |
+5,244
| New | +$486K | 0.29% | 112 |
|
|
2016
Q1 | – | Sell |
-4,121
| Closed | -$280K | – | 152 |
|
|
2015
Q4 | $280K | Buy |
+4,121
| New | +$280K | 0.2% | 149 |
|
|
2015
Q2 | – | Sell |
-28,640
| Closed | -$2.29M | – | 241 |
|
|
2015
Q1 | $2.29M | Sell |
28,640
-10,525
| -27% | -$842K | 0.92% | 24 |
|
|
2014
Q4 | $3.59M | Buy |
+39,165
| New | +$3.59M | 1.69% | 11 |
|
|
2014
Q1 | – | Sell |
-14,628
| Closed | -$1.33M | – | 215 |
|
|
2013
Q4 | $1.33M | Buy |
+14,628
| New | +$1.33M | 0.79% | 41 |
|