Vector Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $354K | Buy |
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|
2016
Q3 | $335K | Buy |
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|
2016
Q2 | $284K | Sell |
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|
2016
Q1 | $317K | Sell |
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|
2015
Q4 | $295K | Hold |
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|
2015
Q3 | $315K | Hold |
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|
2015
Q2 | $368K | Hold |
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|
2015
Q1 | $347K | Buy |
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|
2014
Q4 | $385K | Sell |
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|
2014
Q3 | $425K | Sell |
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|
2014
Q2 | $466K | Buy |
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|
2014
Q1 | $423K | Sell |
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|
2013
Q4 | $498K | Sell |
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|
2013
Q3 | $499K | Buy |
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|
2013
Q2 | $494K | Buy |
|