VWM
Vector Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $354K | Buy |
3,816
+34
| +0.9% | +$3.15K | 0.25% | 54 |
|
|
2016
Q3 | $335K | Buy |
3,782
+37
| +1% | +$3.28K | 0.23% | 57 |
|
|
2016
Q2 | $284K | Sell |
3,745
-400
| -10% | -$30.3K | 0.19% | 62 |
|
|
2016
Q1 | $317K | Sell |
4,145
-192
| -4% | -$14.7K | 0.23% | 52 |
|
|
2015
Q4 | $295K | Hold |
4,337
| – | – | 0.23% | 60 |
|
|
2015
Q3 | $315K | Hold |
4,337
| – | – | 0.25% | 54 |
|
|
2015
Q2 | $368K | Hold |
4,337
| – | – | 0.29% | 43 |
|
|
2015
Q1 | $347K | Buy |
4,337
+121
| +3% | +$9.68K | 0.28% | 42 |
|
|
2014
Q4 | $385K | Sell |
4,216
-73
| -2% | -$6.67K | 0.29% | 35 |
|
|
2014
Q3 | $425K | Sell |
4,289
-1
| -0% | -$99 | 0.31% | 29 |
|
|
2014
Q2 | $466K | Buy |
4,290
+35
| +0.8% | +$3.8K | 0.34% | 26 |
|
|
2014
Q1 | $423K | Sell |
4,255
-1,220
| -22% | -$121K | 0.31% | 27 |
|
|
2013
Q4 | $498K | Sell |
5,475
-515
| -9% | -$46.8K | 0.35% | 26 |
|
|
2013
Q3 | $499K | Buy |
5,990
+7
| +0.1% | +$583 | 0.36% | 29 |
|
|
2013
Q2 | $494K | Buy |
+5,983
| New | +$494K | 0.36% | 26 |
|