Risk Paradigm Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,446
| Closed | -$213K | – | 110 |
|
|
2018
Q1 | $213K | Sell |
1,446
-105
| -7% | -$15.5K | 0.27% | 83 |
|
|
2017
Q4 | $244K | Buy |
1,551
+948
| +157% | +$149K | 0.26% | 91 |
|
|
2017
Q3 | $75.2K | Sell |
603
-1,245
| -67% | -$155K | 0.09% | 123 |
|
|
2017
Q2 | $199K | Buy |
1,848
+1,325
| +253% | +$142K | 0.23% | 93 |
|
|
2017
Q1 | $48.5K | Sell |
523
-989
| -65% | -$91.7K | 0.06% | 145 |
|
|
2016
Q4 | $140K | Buy |
1,512
+338
| +29% | +$31.3K | 0.15% | 107 |
|
|
2016
Q3 | $104K | Hold |
1,174
| – | – | 0.08% | 131 |
|
|
2016
Q2 | $89K | Hold |
1,174
| – | – | 0.12% | 117 |
|
|
2016
Q1 | $89.9K | Buy |
+1,174
| New | +$89.9K | 0.11% | 97 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$32.7K | – | 248 |
|
|
2015
Q3 | $32.7K | Sell |
500
-40
| -7% | -$2.61K | 0.07% | 115 |
|
|
2015
Q2 | $45.8K | Buy |
540
+140
| +35% | +$11.9K | 0.04% | 119 |
|
|
2015
Q1 | $32K | Buy |
+400
| New | +$32K | 0.03% | 140 |
|