HMS Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 107 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 134 |
|
|
2019
Q1 | – | Sell |
-2,900
| Closed | -$369K | – | 103 |
|
|
2018
Q4 | $369K | Sell |
2,900
-2,106
| -42% | -$268K | 0.19% | 83 |
|
|
2018
Q3 | $763K | Buy |
5,006
+623
| +14% | +$95K | 0.38% | 62 |
|
|
2018
Q2 | $595K | Buy |
+4,383
| New | +$595K | 0.34% | 68 |
|