Nelson Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-566	Closed	-$71K	–	127
2019 Q3	$71K	Hold	566	–	–	0.02%	125
2019 Q2	$77K	Hold	566	–	–	0.02%	127
2019 Q1	$77K	Hold	566	–	–	0.02%	115
2018 Q4	$72K	Hold	566	–	–	0.02%	113
2018 Q3	$86K	Hold	566	–	–	0.02%	107
2018 Q2	$77K	Hold	566	–	–	0.02%	112
2018 Q1	$83K	Hold	566	–	–	0.02%	112
2017 Q4	$89K	Hold	566	–	–	0.03%	107
2017 Q3	$71K	Hold	566	–	–	0.02%	113
2017 Q2	$61K	Hold	566	–	–	0.02%	119
2017 Q1	$53K	Hold	566	–	–	0.02%	121
2016 Q4	$52K	Buy	+566	New	+$52K	0.02%	118
2016 Q3	–	Sell	-566	Closed	-$43K	–	251
2016 Q2	$43K	Buy	566 +350	+162%	+$26.6K	0.02%	122
2016 Q1	$17K	Hold	216	–	–	0.01%	175
2015 Q4	$15K	Hold	216	–	–	0.01%	175
2015 Q3	$14K	Hold	216	–	–	0.01%	181
2015 Q2	$18K	Hold	216	–	–	0.01%	185
2015 Q1	$17K	Hold	216	–	–	0.01%	183
2014 Q4	$20K	Hold	216	–	–	0.01%	181
2014 Q3	$21K	Hold	216	–	–	0.01%	184
2014 Q2	$23K	Hold	216	–	–	0.01%	177
2014 Q1	$21K	Hold	216	–	–	0.01%	158
2013 Q4	$20K	Hold	216	–	–	0.01%	146
2013 Q3	$18K	Hold	216	–	–	0.01%	146
2013 Q2	$18K	Buy	+216	New	+$18K	0.01%	144