HF
Hoxton Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $80K | Buy |
1,040
+100
| +11% | +$7.69K | 0.04% | 118 |
|
|
2015
Q4 | $64K | Sell |
940
-241
| -20% | -$16.4K | 0.03% | 121 |
|
|
2015
Q3 | $77K | Hold |
1,181
| – | – | 0.04% | 111 |
|
|
2015
Q2 | $100K | Hold |
1,181
| – | – | 0.04% | 109 |
|
|
2015
Q1 | $95K | Buy |
1,181
+241
| +26% | +$19.4K | 0.04% | 112 |
|
|
2014
Q4 | $86K | Hold |
940
| – | – | 0.04% | 118 |
|
|
2014
Q3 | $93K | Buy |
940
+20
| +2% | +$1.98K | 0.04% | 107 |
|
|
2014
Q2 | $100K | Hold |
920
| – | – | 0.04% | 104 |
|
|
2014
Q1 | $91K | Sell |
920
-337
| -27% | -$33.3K | 0.04% | 107 |
|
|
2013
Q4 | $114K | Buy |
1,257
+177
| +16% | +$16.1K | 0.05% | 135 |
|
|
2013
Q3 | $90K | Sell |
1,080
-36
| -3% | -$3K | 0.09% | 75 |
|
|
2013
Q2 | $92K | Buy |
+1,116
| New | +$92K | 0.05% | 125 |
|