Swift Run Capital 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
Q2
Sell
2018
Q1
$4.61M Sell
2017
Q4
$5.02M Hold
2017
Q3
$3.97M Hold
2017
Q2
$3.42M Hold
2017
Q1
$2.95M Hold
2016
Q4
$2.95M Hold
2016
Q3
$2.83M Hold
2016
Q2
$2.41M Hold
2016
Q1
$2.44M Hold
2015
Q4
$2.16M Hold
2015
Q3
$2.08M Buy