Marshwinds Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $2.3M | Sell |
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|
2018
Q2 | $2.07M | Hold |
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|
2018
Q1 | $2.25M | Buy |
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|
2017
Q4 | $2.4M | Sell |
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|
2017
Q3 | $1.93M | Buy |
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|
2017
Q2 | $1.66M | Hold |
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|
2017
Q1 | $1.43M | Buy |
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|
2016
Q4 | $1.43M | Buy |
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|
2016
Q3 | $1.37M | Sell |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $1.16M | Buy |
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|
2015
Q4 | $1.03M | Sell |
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|
2015
Q3 | $1.02M | Buy |
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|
2015
Q2 | $1.24M | Hold |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $891K | Buy |
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|
2014
Q3 | $927K | Hold |
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|
2014
Q2 | $1.02M | Buy |
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|
2014
Q1 | $830K | Sell |
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|
2013
Q4 | $768K | Buy |
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|
2013
Q3 | $693K | Buy |
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|
2013
Q2 | $648K | Buy |
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