Mariner Wealth Advisors (Cincinnati)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $543K | Sell |
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|
2018
Q2 | $816K | Buy |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | $470K | Buy |
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|
2017
Q3 | $329K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.29M | Buy |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q1 | $222K | Sell |
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|
2014
Q4 | $433K | Sell |
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|
2014
Q3 | $535K | Sell |
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|
2014
Q2 | $11.2M | Buy |
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|
2014
Q1 | $10.2M | Buy |
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|
2013
Q4 | $8.84M | Buy |
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|
2013
Q3 | $7.64M | Buy |
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|
2013
Q2 | $7.12M | Buy |
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