Hefty Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $59K | Hold |
400
| – | – | 0.04% | 135 |
|
|
2017
Q4 | $63K | Hold |
400
| – | – | 0.04% | 128 |
|
|
2017
Q3 | $50K | Hold |
400
| – | – | 0.03% | 135 |
|
|
2017
Q2 | $42K | Hold |
400
| – | – | 0.03% | 131 |
|
|
2017
Q1 | $37K | Hold |
400
| – | – | 0.03% | 136 |
|
|
2016
Q4 | $37K | Hold |
400
| – | – | 0.03% | 129 |
|
|
2016
Q3 | $35K | Buy |
+400
| New | +$35K | 0.03% | 140 |
|