Hoertkorn Richard Charles’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-100
| Closed | -$15K | – | 90 |
|
|
2018
Q1 | $15K | Hold |
100
| – | – | 0.01% | 81 |
|
|
2017
Q4 | $16K | Hold |
100
| – | – | 0.01% | 83 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | 0.01% | 83 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | 0.01% | 81 |
|
|
2017
Q1 | $9K | Hold |
100
| – | – | 0.01% | 83 |
|
|
2016
Q4 | $9K | Hold |
100
| – | – | 0.01% | 84 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | 0.01% | 83 |
|
|
2016
Q2 | $8K | Hold |
100
| – | – | 0.01% | 89 |
|
|
2016
Q1 | $8K | Hold |
100
| – | – | 0.01% | 90 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | 0.01% | 94 |
|
|
2015
Q3 | $7K | Buy |
+100
| New | +$7K | 0.01% | 92 |
|
|
2014
Q2 | – | Sell |
-14,740
| Closed | -$1.47M | – | 92 |
|
|
2014
Q1 | $1.47M | Sell |
14,740
-175
| -1% | -$17.4K | 1.15% | 28 |
|
|
2013
Q4 | $1.35M | Buy |
+14,915
| New | +$1.35M | 1.05% | 31 |
|