MHIM
MacNealy Hoover Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.51M | Buy |
19,890
+2
| +0% | +$253 | 2.03% | 16 |
|
|
2019
Q2 | $2.71M | Sell |
19,888
-109
| -0.5% | -$14.9K | 2.05% | 15 |
|
|
2019
Q1 | $2.71M | Buy |
19,997
+152
| +0.8% | +$20.6K | 2.09% | 13 |
|
|
2018
Q4 | $2.52M | Buy |
19,845
+10,276
| +107% | +$1.31M | 2.19% | 12 |
|
|
2018
Q3 | $1.46M | Buy |
9,569
+1
| +0% | +$152 | 1.07% | 37 |
|
|
2018
Q2 | $1.3M | Hold |
9,568
| – | – | 1.01% | 41 |
|
|
2018
Q1 | $1.41M | Sell |
9,568
-150
| -2% | -$22.1K | 1.13% | 37 |
|
|
2017
Q4 | $1.53M | Sell |
9,718
-268
| -3% | -$42.2K | 1.11% | 35 |
|
|
2017
Q3 | $1.25M | Sell |
9,986
-24
| -0.2% | -$2.99K | 0.89% | 43 |
|
|
2017
Q2 | $1.08M | Sell |
10,010
-300
| -3% | -$32.2K | 0.82% | 43 |
|
|
2017
Q1 | $956K | Sell |
10,310
-779
| -7% | -$72.2K | 0.73% | 46 |
|
|
2016
Q4 | $1.03M | Sell |
11,089
-1,249
| -10% | -$116K | 0.79% | 44 |
|
|
2016
Q3 | $1.1M | Sell |
12,338
-199
| -2% | -$17.7K | 0.88% | 42 |
|
|
2016
Q2 | $950K | Sell |
12,537
-198
| -2% | -$15K | 0.77% | 54 |
|
|
2016
Q1 | $975K | Buy |
12,735
+776
| +6% | +$59.4K | 0.79% | 51 |
|
|
2015
Q4 | $813K | Sell |
11,959
-299
| -2% | -$20.3K | 0.68% | 56 |
|
|
2015
Q3 | $801K | Sell |
12,258
-374
| -3% | -$24.4K | 0.72% | 52 |
|
|
2015
Q2 | $1.07M | Buy |
12,632
+575
| +5% | +$48.8K | 0.88% | 45 |
|
|
2015
Q1 | $965K | Buy |
12,057
+751
| +7% | +$60.1K | 0.84% | 50 |
|
|
2014
Q4 | $1.04M | Sell |
11,306
-249
| -2% | -$22.8K | 0.88% | 46 |
|
|
2014
Q3 | $1.14M | Sell |
11,555
-100
| -0.9% | -$9.9K | 1% | 41 |
|
|
2014
Q2 | $1.27M | Sell |
11,655
-200
| -2% | -$21.7K | 1.11% | 37 |
|
|
2014
Q1 | $1.18M | Buy |
11,855
+570
| +5% | +$56.6K | 1.06% | 37 |
|
|
2013
Q4 | $1.03M | Buy |
+11,285
| New | +$1.03M | 0.95% | 43 |
|