Lourd Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $778K | Buy |
|
|||||
|
2018
Q3 | $923K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $950K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $229K | Buy |
|
|||||
|
2015
Q1 | $203K | Sell |
|
|||||
|
2014
Q4 | $237K | Buy |
|
|||||
|
2014
Q3 | $252K | Buy |
|
|||||
|
2014
Q2 | $237K | Buy |
|
|||||
|
2014
Q1 | $215K | Sell |
|
|||||
|
2013
Q4 | $210K | Buy |
|