Wealthfront’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.38M | Sell |
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|
2018
Q2 | $3.4M | Sell |
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|
2018
Q1 | $4.6M | Buy |
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|
2017
Q4 | $4.7M | Buy |
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|
2017
Q3 | $3.42M | Buy |
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|
2017
Q2 | $2.56M | Buy |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $1.42M | Buy |
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|
2016
Q3 | $1.19M | Buy |
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|
2016
Q2 | $845K | Buy |
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|
2016
Q1 | $667K | Sell |
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|
2015
Q4 | $653K | Buy |
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|
2015
Q3 | $266K | Sell |
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|
2015
Q2 | $778K | Buy |
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|
2015
Q1 | $254K | Buy |
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|
2014
Q4 | $191K | Sell |
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|
2014
Q3 | $300K | Buy |
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|
2014
Q2 | $321K | Buy |
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|
2014
Q1 | $205K | Buy |
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