Portfolio Strategies’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-78
Closed -$11K 239
2018
Q2
$11K Hold
78
0.01% 146
2018
Q1
$11K Buy
78
+1
+1% +$141 0.01% 150
2017
Q4
$12K Buy
+77
New +$12K 0.01% 153