KKAMG
Kernodle & Katon Asset Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $194K | Buy |
2,094
+583
| +39% | +$54K | 0.12% | 99 |
|
|
2016
Q4 | $140K | Buy |
1,511
+142
| +10% | +$13.2K | 0.08% | 103 |
|
|
2016
Q3 | $122K | Buy |
1,369
+65
| +5% | +$5.79K | 0.08% | 118 |
|
|
2016
Q2 | $99K | Sell |
1,304
-135
| -9% | -$10.2K | 0.09% | 89 |
|
|
2016
Q1 | $110K | Buy |
1,439
+275
| +24% | +$21K | 0.1% | 76 |
|
|
2015
Q4 | $79K | Buy |
+1,164
| New | +$79K | 0.08% | 94 |
|