Madden Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-205
| Closed | -$20K | – | 300 |
|
|
2014
Q3 | $20K | Hold |
205
| – | – | 0.01% | 227 |
|
|
2014
Q2 | $22K | Buy |
+205
| New | +$22K | 0.01% | 222 |
|
|
2014
Q1 | – | Sell |
-50
| Closed | -$5K | – | 371 |
|
|
2013
Q4 | $5K | Sell |
50
-5,719
| -99% | -$572K | ﹤0.01% | 259 |
|
|
2013
Q3 | $481K | Sell |
5,769
-3,766
| -39% | -$314K | 0.42% | 48 |
|
|
2013
Q2 | $787K | Buy |
+9,535
| New | +$787K | 0.65% | 39 |
|