KA
Kaizen Advisory’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $204K | Buy |
1,603
+41
| +3% | +$5.22K | 0.14% | 159 |
|
|
2018
Q3 | $238K | Hold |
1,562
| – | – | 0.12% | 154 |
|
|
2018
Q2 | $212K | Buy |
1,562
+995
| +175% | +$135K | 0.11% | 156 |
|
|
2018
Q1 | $84K | Hold |
567
| – | – | 0.08% | 141 |
|
|
2017
Q4 | $89K | Buy |
+567
| New | +$89K | 0.05% | 146 |
|