MA
Marshwinds Advisory’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.92M | Buy |
15,090
+1
| +0% | +$127 | 1.03% | 38 |
|
|
2018
Q3 | $2.3M | Sell |
15,089
-174
| -1% | -$26.5K | 1.05% | 38 |
|
|
2018
Q2 | $2.07M | Hold |
15,263
| – | – | 0.98% | 42 |
|
|
2018
Q1 | $2.25M | Buy |
15,263
+1
| +0% | +$147 | 1.07% | 38 |
|
|
2017
Q4 | $2.41M | Sell |
15,262
-200
| -1% | -$31.5K | 1.11% | 38 |
|
|
2017
Q3 | $1.93M | Buy |
15,462
+1
| +0% | +$125 | 0.9% | 43 |
|
|
2017
Q2 | $1.66M | Hold |
15,461
| – | – | 0.79% | 45 |
|
|
2017
Q1 | $1.43M | Buy |
15,461
+1
| +0% | +$93 | 0.67% | 52 |
|
|
2016
Q4 | $1.43M | Buy |
15,460
+1
| +0% | +$93 | 0.68% | 49 |
|
|
2016
Q3 | $1.37M | Sell |
15,459
-99
| -0.6% | -$8.79K | 0.67% | 51 |
|
|
2016
Q2 | $1.18M | Buy |
15,558
+454
| +3% | +$34.4K | 0.57% | 61 |
|
|
2016
Q1 | $1.16M | Buy |
15,104
+2
| +0% | +$153 | 0.59% | 60 |
|
|
2015
Q4 | $1.03M | Sell |
15,102
-449
| -3% | -$30.5K | 0.54% | 64 |
|
|
2015
Q3 | $1.02M | Buy |
15,551
+975
| +7% | +$63.7K | 0.55% | 65 |
|
|
2015
Q2 | $1.24M | Hold |
14,576
| – | – | 0.62% | 53 |
|
|
2015
Q1 | $1.17M | Buy |
14,576
+4,845
| +50% | +$388K | 0.55% | 62 |
|
|
2014
Q4 | $891K | Buy |
9,731
+375
| +4% | +$34.3K | 0.42% | 76 |
|
|
2014
Q3 | $927K | Hold |
9,356
| – | – | 0.46% | 70 |
|
|
2014
Q2 | $1.02M | Buy |
9,356
+1,000
| +12% | +$109K | 0.49% | 69 |
|
|
2014
Q1 | $830K | Sell |
8,356
-100
| -1% | -$9.93K | 0.42% | 74 |
|
|
2013
Q4 | $768K | Buy |
8,456
+150
| +2% | +$13.6K | 0.41% | 75 |
|
|
2013
Q3 | $693K | Buy |
8,306
+450
| +6% | +$37.5K | 0.4% | 77 |
|
|
2013
Q2 | $648K | Buy |
+7,856
| New | +$648K | 0.39% | 79 |
|