VIA
Vantage Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $331K | Buy |
2,261
+247
| +12% | +$36.2K | 0.07% | 119 |
|
|
2018
Q2 | $273K | Sell |
2,014
-400
| -17% | -$54.2K | 0.07% | 121 |
|
|
2018
Q1 | $141K | Buy |
2,414
+1,348
| +126% | +$78.7K | 0.04% | 167 |
|
|
2017
Q4 | $168K | Hold |
1,066
| – | – | 0.04% | 162 |
|
|
2017
Q3 | $133K | Buy |
1,066
+140
| +15% | +$17.5K | 0.03% | 166 |
|
|
2017
Q2 | $100K | Sell |
926
-4
| -0.4% | -$432 | 0.03% | 181 |
|
|
2017
Q1 | $86K | Buy |
930
+1
| +0.1% | +$92 | 0.03% | 193 |
|
|
2016
Q4 | $86K | Hold |
929
| – | – | 0.03% | 183 |
|
|
2016
Q3 | $82K | Sell |
929
-359
| -28% | -$31.7K | 0.04% | 187 |
|
|
2016
Q2 | $98K | Buy |
1,288
+19
| +1% | +$1.45K | 0.04% | 177 |
|
|
2016
Q1 | $97K | Sell |
1,269
-15
| -1% | -$1.15K | 0.04% | 167 |
|
|
2015
Q4 | $87K | Sell |
1,284
-240
| -16% | -$16.3K | 0.04% | 175 |
|
|
2015
Q3 | $100K | Sell |
1,524
-111
| -7% | -$7.28K | 0.06% | 150 |
|
|
2015
Q2 | $139K | Sell |
1,635
-1,480
| -48% | -$126K | 0.08% | 136 |
|
|
2015
Q1 | $249K | Buy |
3,115
+1,655
| +113% | +$132K | 0.07% | 143 |
|
|
2014
Q4 | $134K | Sell |
1,460
-80
| -5% | -$7.34K | 0.08% | 134 |
|
|
2014
Q3 | $153K | Hold |
1,540
| – | – | 0.09% | 123 |
|
|
2014
Q2 | $167K | Buy |
1,540
+60
| +4% | +$6.51K | 0.1% | 117 |
|
|
2014
Q1 | $147K | Hold |
1,480
| – | – | 0.1% | 124 |
|
|
2013
Q4 | $134K | Buy |
+1,480
| New | +$134K | 0.09% | 126 |
|