Taylor Wealth Management Partners’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 |
-8
| Closed | -$1K | – | 162 |
|
|
2016
Q4 | $1K | Sell |
8
-35
| -81% | -$4.38K | ﹤0.01% | 160 |
|
|
2016
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 138 |
|
|
2016
Q2 | $3K | Buy |
43
+1
| +2% | +$70 | ﹤0.01% | 132 |
|
|
2016
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 135 |
|
|
2015
Q4 | $3K | Buy |
42
+1
| +2% | +$71 | ﹤0.01% | 127 |
|
|
2015
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 144 |
|
|
2015
Q2 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 171 |
|