Integrated Wealth Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $203K | Hold |
2,188
| – | – | 0.44% | 31 |
|
|
2016
Q3 | $194K | Buy |
+2,188
| New | +$194K | 0.41% | 28 |
|
|
2014
Q1 | – | Sell |
-89
| Closed | -$8K | – | 169 |
|
|
2013
Q4 | $8K | Hold |
89
| – | – | 0.01% | 152 |
|
|
2013
Q3 | $7.42K | Sell |
89
-1,080
| -92% | -$90.1K | 0.01% | 167 |
|
|
2013
Q2 | $96K | Buy |
+1,169
| New | +$96K | 0.07% | 82 |
|