Lodestar Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $317K | Sell |
2,327
-885
| -28% | -$121K | 0.03% | 148 |
|
|
2019
Q1 | $435K | Hold |
3,212
| – | – | 0.05% | 130 |
|
|
2018
Q4 | $408K | Buy |
3,212
+993
| +45% | +$126K | 0.05% | 127 |
|
|
2018
Q3 | $338K | Hold |
2,219
| – | – | 0.04% | 148 |
|
|
2018
Q2 | $301K | Buy |
2,219
+7
| +0.3% | +$950 | 0.03% | 157 |
|
|
2018
Q1 | $326K | Buy |
2,212
+100
| +5% | +$14.7K | 0.04% | 147 |
|
|
2017
Q4 | $333K | Buy |
+2,112
| New | +$333K | 0.04% | 150 |
|