Gupta Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $90K | Sell |
1,174
-4,403
| -79% | -$338K | 0.02% | 342 |
|
|
2015
Q4 | $379K | Buy |
5,577
+534
| +11% | +$36.3K | 0.1% | 167 |
|
|
2015
Q3 | $330K | Sell |
5,043
-511
| -9% | -$33.4K | 0.08% | 178 |
|
|
2015
Q2 | $471K | Buy |
5,554
+4,201
| +310% | +$356K | 0.12% | 154 |
|
|
2015
Q1 | $108K | Buy |
+1,353
| New | +$108K | 0.03% | 295 |
|