TAM
Taylor Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $332K | Sell |
2,450
-300
| -11% | -$40.7K | 0.22% | 23 |
|
|
2018
Q4 | $350K | Sell |
2,750
-450
| -14% | -$57.3K | 0.23% | 18 |
|
|
2018
Q3 | $488K | Sell |
3,200
-600
| -16% | -$91.5K | 0.22% | 21 |
|
|
2018
Q2 | $516K | Sell |
3,800
-1,000
| -21% | -$136K | 0.24% | 20 |
|
|
2018
Q1 | $693K | Hold |
4,800
| – | – | 0.3% | 19 |
|
|
2017
Q4 | $760K | Hold |
4,800
| – | – | 0.27% | 19 |
|
|
2017
Q3 | $599K | Hold |
4,800
| – | – | 0.19% | 26 |
|
|
2017
Q2 | $516K | Hold |
4,800
| – | – | 0.17% | 25 |
|
|
2017
Q1 | $445K | Hold |
4,800
| – | – | 0.13% | 26 |
|
|
2016
Q4 | $445K | Buy |
+4,800
| New | +$445K | 0.13% | 27 |
|