HL Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $11.6M | Buy |
85,575
+6,870
| +9% | +$913K | 0.18% | 81 |
|
|
2018
Q4 | $10M | Buy |
78,705
+9,708
| +14% | +$1.26M | 0.17% | 79 |
|
|
2018
Q3 | $10.5M | Buy |
68,997
+2,980
| +5% | +$422K | 0.16% | 83 |
|
|
2018
Q2 | $8.96M | Buy |
66,017
+2,023
| +3% | +$302K | 0.16% | 89 |
|
|
2018
Q1 | $9.43M | Sell |
63,994
-760
| -1% | -$120K | 0.17% | 80 |
|
|
2017
Q4 | $10.2M | Buy |
64,754
+1,821
| +3% | +$253K | 0.2% | 65 |
|
|
2017
Q3 | $7.85M | Buy |
62,933
+1,155
| +2% | +$133K | 0.15% | 89 |
|
|
2017
Q2 | $6.64M | Sell |
61,778
-890
| -1% | -$90.4K | 0.13% | 99 |
|
|
2017
Q1 | $5.81M | Buy |
62,668
+1,469
| +2% | +$139K | 0.12% | 103 |
|
|
2016
Q4 | $5.68M | Buy |
61,199
+9,448
| +18% | +$856K | 0.12% | 102 |
|
|
2016
Q3 | $4.59M | Buy |
51,751
+14,020
| +37% | +$1.15M | 0.11% | 123 |
|
|
2016
Q2 | $2.86M | Buy |
37,731
+2,585
| +7% | +$194K | 0.07% | 166 |
|
|
2016
Q1 | $2.69M | Sell |
35,146
-2,512
| -7% | -$168K | 0.07% | 172 |
|
|
2015
Q4 | $2.56M | Sell |
37,658
-6,737
| -15% | -$471K | 0.07% | 178 |
|
|
2015
Q3 | $2.9M | Sell |
44,395
-766
| -2% | -$58.6K | 0.08% | 154 |
|
|
2015
Q2 | $3.83M | Sell |
45,161
-1,203
| -3% | -$103K | 0.1% | 133 |
|
|
2015
Q1 | $3.71M | Buy |
46,364
+6,185
| +15% | +$514K | 0.1% | 132 |
|
|
2014
Q4 | $3.68M | Sell |
40,179
-2,195
| -5% | -$214K | 0.1% | 123 |
|
|
2014
Q3 | $4.2M | Buy |
42,374
+200
| +0.5% | +$21.2K | 0.12% | 110 |
|
|
2014
Q2 | $4.58M | Buy |
42,174
+1,203
| +3% | +$126K | 0.13% | 100 |
|
|
2014
Q1 | $4.07M | Sell |
40,971
-8,325
| -17% | -$785K | 0.12% | 105 |
|
|
2013
Q4 | $4.48M | Sell |
49,296
-3,671
| -7% | -$313K | 0.14% | 99 |
|
|
2013
Q3 | $4.42M | Buy |
52,967
+8,838
| +20% | +$747K | 0.15% | 88 |
|
|
2013
Q2 | $3.64M | Buy |
+44,129
| New | +$3.75M | 0.13% | 98 |
|
Other funds holding CAT
