Peachtree Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.81M | Buy |
14,259
+4,164
| +41% | +$529K | 1.4% | 23 |
|
|
2018
Q3 | $1.54M | Buy |
10,095
+135
| +1% | +$20.6K | 1.05% | 25 |
|
|
2018
Q2 | $1.35M | Sell |
9,960
-740
| -7% | -$100K | 0.98% | 26 |
|
|
2018
Q1 | $1.58M | Sell |
10,700
-1,515
| -12% | -$223K | 1.18% | 25 |
|
|
2017
Q4 | $1.93M | Buy |
12,215
+135
| +1% | +$21.3K | 1.47% | 22 |
|
|
2017
Q3 | $1.51M | Hold |
12,080
| – | – | 1.29% | 23 |
|
|
2017
Q2 | $1.3M | Buy |
12,080
+250
| +2% | +$26.9K | 1.11% | 27 |
|
|
2017
Q1 | $1.1M | Buy |
11,830
+300
| +3% | +$27.8K | 1% | 31 |
|
|
2016
Q4 | $1.07M | Sell |
11,530
-345
| -3% | -$32K | 1.05% | 32 |
|
|
2016
Q3 | $1.05M | Buy |
11,875
+150
| +1% | +$13.3K | 1.03% | 34 |
|
|
2016
Q2 | $889K | Buy |
11,725
+220
| +2% | +$16.7K | 0.9% | 37 |
|
|
2016
Q1 | $881K | Buy |
11,505
+415
| +4% | +$31.8K | 0.88% | 41 |
|
|
2015
Q4 | $754K | Buy |
11,090
+1,245
| +13% | +$84.6K | 0.79% | 42 |
|
|
2015
Q3 | $643K | Buy |
9,845
+1,430
| +17% | +$93.4K | 0.67% | 46 |
|
|
2015
Q2 | $714K | Buy |
8,415
+1,875
| +29% | +$159K | 0.53% | 57 |
|
|
2015
Q1 | $523K | Buy |
6,540
+5,015
| +329% | +$401K | 0.37% | 73 |
|
|
2014
Q4 | $140K | Buy |
+1,525
| New | +$140K | 0.09% | 162 |
|