Rothschild & Co Wealth Management (UK)’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 |
-64
| Closed | -$9K | – | 44 |
|
|
2018
Q2 | $9K | Buy |
+64
| New | +$9K | ﹤0.01% | 52 |
|
|
2016
Q1 | – | Sell |
-120
| Closed | -$8K | – | 47 |
|
|
2015
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 50 |
|
|
2015
Q3 | – | Sell |
-90
| Closed | -$8K | – | 47 |
|
|
2015
Q2 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 52 |
|