SKK
Shepherd Kaplan Krochuk’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,000
| Closed | -$542K | – | 159 |
|
|
2019
Q1 | $542K | Hold |
4,000
| – | – | 0.34% | 74 |
|
|
2018
Q4 | $508K | Hold |
4,000
| – | – | 0.35% | 76 |
|
|
2018
Q3 | $610K | Hold |
4,000
| – | – | 0.31% | 72 |
|
|
2018
Q2 | $543K | Hold |
4,000
| – | – | 0.33% | 78 |
|
|
2018
Q1 | $590K | Hold |
4,000
| – | – | 0.36% | 72 |
|
|
2017
Q4 | $630K | Buy |
+4,000
| New | +$630K | 0.39% | 68 |
|