Hobart Private Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,677
| Closed | -$363K | – | 152 |
|
|
2019
Q1 | $363K | Sell |
2,677
-2,233
| -45% | -$303K | 0.28% | 93 |
|
|
2018
Q4 | $624K | Buy |
4,910
+2,807
| +133% | +$357K | 0.53% | 55 |
|
|
2018
Q3 | $321K | Buy |
2,103
+269
| +15% | +$41K | 0.25% | 99 |
|
|
2018
Q2 | $249K | Buy |
1,834
+237
| +15% | +$32.2K | 0.2% | 108 |
|
|
2018
Q1 | $235K | Buy |
+1,597
| New | +$235K | 0.21% | 107 |
|