Signature Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-108
| Closed | -$12K | – | 104 |
|
|
2018
Q3 | $12K | Hold |
108
| – | – | 0.01% | 167 |
|
|
2018
Q2 | $15K | Hold |
108
| – | – | 0.01% | 156 |
|
|
2018
Q1 | $16K | Sell |
108
-12
| -10% | -$1.78K | 0.01% | 153 |
|
|
2017
Q4 | $19K | Buy |
+120
| New | +$19K | 0.01% | 147 |
|