Huntington Steele’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$448K Sell
2017
Q4
$597K Hold
2017
Q3
$473K Hold
2017
Q2
$407K Hold
2017
Q1
$351K Hold
2016
Q4
$351K Buy
2015
Q1
Sell
2014
Q4
$213K Sell
2014
Q3
$253K Hold
2014
Q2
$277K Hold
2014
Q1
$254K Buy
2013
Q4
$227K Hold
2013
Q3
$209K Hold
2013
Q2
$206K Buy