Investors Capital Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $692K | Sell |
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|
2016
Q1 | $737K | Sell |
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|
2015
Q4 | $797K | Sell |
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|
2015
Q3 | $909K | Buy |
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|
2015
Q2 | $1.16M | Buy |
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|
2015
Q1 | $1.08M | Sell |
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|
2014
Q4 | $1.28M | Sell |
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|
2014
Q3 | $1.48M | Sell |
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|
2014
Q2 | $1.85M | Sell |
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|
2014
Q1 | $1.7M | Sell |
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|
2013
Q4 | $1.59M | Buy |
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|
2013
Q3 | $1.38M | Sell |
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|
2013
Q2 | $1.44M | Buy |
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