PAS
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Partnervest Advisory Services’s Caterpillar CAT Stock Holding History

Partnervest Advisory Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$235K Buy
+1,576
New +$221K 0.07% 208
2018
Q4 		– Sell
-1,323
Closed -$202K – 215
2018
Q3 		$202K Buy
+1,323
New +$187K 0.08% 202
2018
Q1 		– Sell
-1,775
Closed -$280K – 205
2017
Q4 		$280K Sell
1,775
-644
-27% -$89.3K 0.14% 142
2017
Q3 		$302K Sell
2,419
-23
-0.9% -$2.65K 0.15% 138
2017
Q2 		$262K Sell
2,442
-1,399
-36% -$142K 0.12% 162
2017
Q1 		$356K Buy
+3,841
New +$364K 0.16% 128
2014
Q3 		– Sell
-741
Closed -$80K – 240
2014
Q2 		$80K Sell
741
-2,099
-74% -$220K 0.04% 282
2014
Q1 		$282K Sell
2,840
-199
-7% -$18.8K 0.13% 114
2013
Q4 		$276K Buy
3,039
+94
+3% +$8.03K 0.13% 121
2013
Q3 		$246K Sell
2,945
-449
-13% -$38K 0.13% 98
2013
Q2 		$280K Buy
+3,394
New +$289K 0.13% 75

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Northern Trust
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Sanders Capital
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