Poehling Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-300
Closed -$41K 128
2018
Q2
$41K Hold
300
0.04% 163
2018
Q1
$44K Buy
300
+100
+50% +$14.7K 0.04% 157
2017
Q4
$32K Buy
+200
New +$32K 0.03% 168