NXG Investment Management’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-12,000
Closed -$1.83M 120
2018
Q3
$1.83M Buy
+12,000
New +$1.83M 0.05% 112
2017
Q4
Hold
0
160
2017
Q3
Hold
0
146