MSWM
Mader & Shannon Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-14,137
| Closed | -$1.92M | – | 19 |
|
|
2018
Q2 | $1.92M | Sell |
14,137
-491
| -3% | -$66.6K | 2.32% | 10 |
|
|
2018
Q1 | $2.16M | Buy |
14,628
+564
| +4% | +$83.1K | 2.56% | 8 |
|
|
2017
Q4 | $2.22M | Buy |
14,064
+75
| +0.5% | +$11.8K | 1.62% | 19 |
|
|
2017
Q3 | $1.74M | Buy |
13,989
+620
| +5% | +$77.3K | 1.12% | 20 |
|
|
2017
Q2 | $1.44M | Buy |
+13,369
| New | +$1.44M | 1.98% | 10 |
|