SFM
Signature Financial Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $300K | Buy |
2,344
+700
| +43% | +$89.6K | 0.07% | 97 |
|
|
2018
Q3 | $250K | Hold |
1,644
| – | – | 0.04% | 135 |
|
|
2018
Q2 | $224K | Hold |
1,644
| – | – | 0.05% | 146 |
|
|
2018
Q1 | $243K | Sell |
1,644
-831
| -34% | -$123K | 0.05% | 140 |
|
|
2017
Q4 | $391K | Sell |
2,475
-1,199
| -33% | -$189K | 0.11% | 85 |
|
|
2017
Q3 | $410K | Buy |
3,674
+1,199
| +48% | +$134K | 0.13% | 99 |
|
|
2017
Q2 | $267K | Hold |
2,475
| – | – | 0.08% | 122 |
|
|
2017
Q1 | $228K | Buy |
2,475
+100
| +4% | +$9.21K | 0.07% | 136 |
|
|
2016
Q4 | $219K | Hold |
2,375
| – | – | 0.08% | 129 |
|
|
2016
Q3 | $210K | Buy |
+2,375
| New | +$210K | 0.09% | 122 |
|
|
2014
Q3 | – | Sell |
-2,029
| Closed | -$220K | – | 90 |
|
|
2014
Q2 | $220K | Buy |
2,029
+1
| +0% | +$108 | 0.17% | 77 |
|
|
2014
Q1 | $202K | Buy |
+2,028
| New | +$202K | 0.17% | 69 |
|