Partnervest Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $280K | Sell |
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|
2017
Q3 | $302K | Sell |
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|
2017
Q2 | $262K | Sell |
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|
2017
Q1 | $356K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $80K | Sell |
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|
2014
Q1 | $282K | Sell |
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|
2013
Q4 | $276K | Buy |
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|
2013
Q3 | $246K | Sell |
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|
2013
Q2 | $280K | Buy |
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