WAM
CAT icon

Watermark Asset Management’s Caterpillar CAT Stock Holding History

Watermark Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Hold
0
– – – 242
2017
Q4 		– Hold
0
– – – 251
2017
Q2 		– Sell
-70
Closed -$6K – 255
2017
Q1 		$6K Buy
+70
New +$6K ﹤0.01% 178