LWM
LBA Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $11K | Hold |
123
| – | – | 0.01% | 317 |
|
|
2016
Q4 | $11K | Sell |
123
-60
| -33% | -$5.37K | 0.01% | 317 |
|
|
2016
Q3 | $16K | Hold |
183
| – | – | 0.01% | 281 |
|
|
2016
Q2 | $14K | Hold |
183
| – | – | 0.01% | 281 |
|
|
2016
Q1 | $14K | Sell |
183
-60
| -25% | -$4.59K | 0.01% | 274 |
|
|
2015
Q4 | $17K | Hold |
243
| – | – | 0.01% | 261 |
|
|
2015
Q3 | $16K | Buy |
243
+120
| +98% | +$7.9K | 0.01% | 241 |
|
|
2015
Q2 | $10K | Hold |
123
| – | – | 0.01% | 244 |
|
|
2015
Q1 | $10K | Hold |
123
| – | – | 0.01% | 236 |
|
|
2014
Q4 | $11K | Sell |
123
-154
| -56% | -$13.8K | 0.01% | 227 |
|
|
2014
Q3 | $27K | Buy |
277
+154
| +125% | +$15K | 0.02% | 201 |
|
|
2014
Q2 | $13K | Hold |
123
| – | – | 0.01% | 197 |
|
|
2014
Q1 | $12K | Buy |
123
+13
| +12% | +$1.27K | 0.01% | 194 |
|
|
2013
Q4 | $10K | Buy |
+110
| New | +$10K | 0.01% | 206 |
|