TRAM
Tuscan Ridge Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,516
| Closed | -$444K | – | 129 |
|
|
2019
Q3 | $444K | Sell |
3,516
-4,934
| -58% | -$623K | 0.02% | 130 |
|
|
2019
Q2 | $1.15M | Buy |
8,450
+1,000
| +13% | +$136K | 0.09% | 54 |
|
|
2019
Q1 | $1.01M | Sell |
7,450
-1,150
| -13% | -$156K | 0.07% | 55 |
|
|
2018
Q4 | $1.09M | Buy |
+8,600
| New | +$1.09M | 0.11% | 41 |
|