Wealthfront’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.38M | Sell |
22,155
-2,940
| -12% | -$448K | 0.03% | 89 |
|
|
2018
Q2 | $3.41M | Sell |
25,095
-6,093
| -20% | -$827K | 0.03% | 84 |
|
|
2018
Q1 | $4.6M | Buy |
31,188
+1,384
| +5% | +$204K | 0.05% | 66 |
|
|
2017
Q4 | $4.7M | Buy |
29,804
+2,371
| +9% | +$374K | 0.05% | 62 |
|
|
2017
Q3 | $3.42M | Buy |
27,433
+3,612
| +15% | +$450K | 0.04% | 73 |
|
|
2017
Q2 | $2.56M | Buy |
23,821
+6,253
| +36% | +$672K | 0.04% | 76 |
|
|
2017
Q1 | $1.63M | Buy |
17,568
+2,228
| +15% | +$207K | 0.03% | 99 |
|
|
2016
Q4 | $1.42M | Buy |
15,340
+1,991
| +15% | +$185K | 0.03% | 91 |
|
|
2016
Q3 | $1.19M | Buy |
13,349
+2,207
| +20% | +$196K | 0.03% | 95 |
|
|
2016
Q2 | $845K | Buy |
11,142
+2,426
| +28% | +$184K | 0.02% | 112 |
|
|
2016
Q1 | $667K | Sell |
8,716
-896
| -9% | -$68.6K | 0.02% | 116 |
|
|
2015
Q4 | $653K | Buy |
9,612
+5,541
| +136% | +$376K | 0.02% | 115 |
|
|
2015
Q3 | $266K | Sell |
4,071
-5,104
| -56% | -$333K | 0.01% | 219 |
|
|
2015
Q2 | $778K | Buy |
9,175
+5,996
| +189% | +$508K | 0.03% | 72 |
|
|
2015
Q1 | $254K | Buy |
3,179
+1,097
| +53% | +$87.7K | 0.01% | 199 |
|
|
2014
Q4 | $191K | Sell |
2,082
-946
| -31% | -$86.8K | 0.01% | 224 |
|
|
2014
Q3 | $300K | Buy |
3,028
+139
| +5% | +$13.8K | 0.02% | 99 |
|
|
2014
Q2 | $321K | Buy |
2,889
+835
| +41% | +$92.8K | 0.03% | 59 |
|
|
2014
Q1 | $205K | Buy |
+2,054
| New | +$205K | 0.03% | 53 |
|