Staton Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-21,209
| Closed | -$1.97M | – | 43 |
|
|
2016
Q4 | $1.97M | Sell |
21,209
-561
| -3% | -$52K | 1.77% | 28 |
|
|
2016
Q3 | $1.93M | Sell |
21,770
-636
| -3% | -$56.5K | 1.77% | 28 |
|
|
2016
Q2 | $1.7M | Buy |
22,406
+1,105
| +5% | +$83.8K | 1.56% | 30 |
|
|
2016
Q1 | $1.63M | Sell |
21,301
-1,420
| -6% | -$109K | 1.56% | 26 |
|
|
2015
Q4 | $1.54M | Buy |
22,721
+577
| +3% | +$39.2K | 1.58% | 26 |
|
|
2015
Q3 | $1.45M | Sell |
22,144
-1,738
| -7% | -$114K | 1.53% | 25 |
|
|
2015
Q2 | $2.03M | Buy |
23,882
+845
| +4% | +$71.7K | 1.92% | 25 |
|
|
2015
Q1 | $1.84M | Buy |
+23,037
| New | +$1.84M | 1.69% | 25 |
|