Signature Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $391K | Sell |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $267K | Hold |
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|
2017
Q1 | $228K | Buy |
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|
2016
Q4 | $219K | Hold |
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|
2016
Q3 | $210K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $220K | Buy |
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|
2014
Q1 | $202K | Buy |
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