Smith & Howard Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,965
| Closed | -$251K | – | 62 |
|
|
2015
Q2 | $251K | Sell |
2,965
-16
| -0.5% | -$1.35K | 0.11% | 65 |
|
|
2015
Q1 | $239K | Buy |
+2,981
| New | +$239K | 0.1% | 66 |
|
|
2014
Q1 | – | Sell |
-405
| Closed | -$37K | – | 62 |
|
|
2013
Q4 | $37K | Hold |
405
| – | – | 0.02% | 119 |
|
|
2013
Q3 | $34K | Hold |
405
| – | – | 0.02% | 127 |
|
|
2013
Q2 | $33K | Buy |
+405
| New | +$33K | 0.02% | 111 |
|