SFWA
Summit Financial Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,665
| Closed | -$332K | – | 144 |
|
|
2017
Q3 | $332K | Sell |
2,665
-424
| -14% | -$52.8K | 0.12% | 105 |
|
|
2017
Q2 | $332K | Sell |
3,089
-672
| -18% | -$72.2K | 0.13% | 110 |
|
|
2017
Q1 | $349K | Sell |
3,761
-199
| -5% | -$18.5K | 0.15% | 106 |
|
|
2016
Q4 | $367K | Sell |
3,960
-358
| -8% | -$33.2K | 0.16% | 105 |
|
|
2016
Q3 | $383K | Sell |
4,318
-724
| -14% | -$64.2K | 0.17% | 103 |
|
|
2016
Q2 | $382K | Sell |
5,042
-81
| -2% | -$6.14K | 0.16% | 99 |
|
|
2016
Q1 | $392K | Sell |
5,123
-13
| -0.3% | -$995 | 0.17% | 102 |
|
|
2015
Q4 | $349K | Buy |
5,136
+5,030
| +4,745% | +$342K | 0.16% | 101 |
|
|
2015
Q3 | $6K | Sell |
106
-8,495
| -99% | -$481K | ﹤0.01% | 199 |
|
|
2015
Q2 | $729K | Sell |
8,601
-2,345
| -21% | -$199K | 0.45% | 45 |
|
|
2015
Q1 | $968K | Buy |
10,946
+1,281
| +13% | +$113K | 0.66% | 34 |
|
|
2014
Q4 | $885K | Buy |
+9,665
| New | +$885K | 0.61% | 33 |
|