Secor Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | – | – | 42 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 368 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 421 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 378 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 440 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 456 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 425 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 377 |
|
|
2017
Q2 | – | Sell |
-2,145
| Closed | -$199K | – | 401 |
|
|
2017
Q1 | $199K | Buy |
+2,145
| New | +$199K | 0.02% | 366 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 416 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 457 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 523 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 558 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 470 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 460 |
|