Huber Financial Advisors’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 |
-4,887
| Closed | -$662K | – | 121 |
|
|
2019
Q1 | $662K | Buy |
4,887
+164
| +3% | +$22.2K | 0.32% | 45 |
|
|
2018
Q4 | $600K | Buy |
4,723
+1
| +0% | +$127 | 0.33% | 44 |
|
|
2018
Q3 | $720K | Buy |
4,722
+2
| +0% | +$305 | 0.55% | 33 |
|
|
2018
Q2 | $640K | Buy |
4,720
+132
| +3% | +$17.9K | 0.58% | 32 |
|
|
2018
Q1 | $676K | Sell |
4,588
-1,000
| -18% | -$147K | 0.67% | 30 |
|
|
2017
Q4 | $881K | Buy |
+5,588
| New | +$881K | 0.97% | 18 |
|