IRON Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,581
| Closed | -$249K | – | 90 |
|
|
2017
Q4 | $249K | Sell |
1,581
-30
| -2% | -$4.73K | 0.17% | 68 |
|
|
2017
Q3 | $201K | Buy |
+1,611
| New | +$201K | 0.15% | 68 |
|
|
2014
Q1 | – | Sell |
-2,636
| Closed | -$239K | – | 78 |
|
|
2013
Q4 | $239K | Buy |
+2,636
| New | +$239K | 0.24% | 32 |
|