NDSI
Newman Dignan & Sheerar Inc’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,510
| Closed | -$223 | – | 137 |
|
|
2019
Q4 | $223 | Buy |
+1,510
| New | +$223 | 0.02% | 153 |
|
|
2019
Q3 | – | Sell |
-1,510
| Closed | -$206 | – | 149 |
|
|
2019
Q2 | $206 | Hold |
1,510
| – | – | 0.01% | 164 |
|
|
2019
Q1 | $205K | Buy |
+1,510
| New | +$205K | 0.08% | 151 |
|
|
2018
Q4 | – | Sell |
-1,510
| Closed | -$231K | – | 144 |
|
|
2018
Q3 | $231K | Buy |
+1,510
| New | +$231K | 0.1% | 145 |
|
|
2015
Q1 | – | Sell |
-3,144
| Closed | -$288 | – | 151 |
|
|
2014
Q4 | $288 | Hold |
3,144
| – | – | 0.17% | 114 |
|
|
2014
Q3 | $311K | Sell |
3,144
-19
| -0.6% | -$1.88K | 0.23% | 106 |
|
|
2014
Q2 | $344 | Buy |
3,163
+400
| +14% | +$44 | 0.2% | 106 |
|
|
2014
Q1 | $275K | Hold |
2,763
| – | – | 0.2% | 117 |
|
|
2013
Q4 | $251 | Buy |
2,763
+250
| +10% | +$23 | 0.01% | 128 |
|
|
2013
Q3 | $210K | Buy |
+2,513
| New | +$210K | 0.16% | 133 |
|