Mosaic Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,000
| Closed | -$464K | – | 44 |
|
|
2016
Q4 | $464K | Hold |
5,000
| – | – | 0.3% | 33 |
|
|
2016
Q3 | $444K | Sell |
5,000
-2,000
| -29% | -$178K | 0.27% | 34 |
|
|
2016
Q2 | $531K | Hold |
7,000
| – | – | 0.33% | 35 |
|
|
2016
Q1 | $536K | Hold |
7,000
| – | – | 0.34% | 35 |
|
|
2015
Q4 | $476K | Buy |
+7,000
| New | +$476K | 0.31% | 35 |
|