WealthTrust-Arizona’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $295K | Sell |
2,323
-13
| -0.6% | -$1.65K | 0.17% | 47 |
|
|
2018
Q3 | $356K | Buy |
2,336
+52
| +2% | +$7.93K | 0.17% | 48 |
|
|
2018
Q2 | $310K | Sell |
2,284
-51
| -2% | -$6.92K | 0.16% | 50 |
|
|
2018
Q1 | $344K | Buy |
2,335
+3
| +0.1% | +$442 | 0.18% | 45 |
|
|
2017
Q4 | $368K | Sell |
2,332
-13
| -0.6% | -$2.05K | 0.18% | 44 |
|
|
2017
Q3 | $292K | Buy |
2,345
+684
| +41% | +$85.2K | 0.15% | 54 |
|
|
2017
Q2 | $178K | Buy |
1,661
+4
| +0.2% | +$429 | 0.09% | 65 |
|
|
2017
Q1 | $154K | Sell |
1,657
-96
| -5% | -$8.92K | 0.08% | 73 |
|
|
2016
Q4 | $163K | Sell |
1,753
-504
| -22% | -$46.9K | 0.09% | 71 |
|
|
2016
Q3 | $200K | Sell |
2,257
-194
| -8% | -$17.2K | 0.12% | 63 |
|
|
2016
Q2 | $186K | Buy |
2,451
+1,107
| +82% | +$84K | 0.11% | 65 |
|
|
2016
Q1 | $103K | Sell |
1,344
-42
| -3% | -$3.22K | 0.07% | 83 |
|
|
2015
Q4 | $94K | Buy |
1,386
+8
| +0.6% | +$543 | 0.06% | 96 |
|
|
2015
Q3 | $90K | Buy |
1,378
+106
| +8% | +$6.92K | 0.06% | 92 |
|
|
2015
Q2 | $108K | Sell |
1,272
-105
| -8% | -$8.92K | 0.06% | 89 |
|
|
2015
Q1 | $110K | Buy |
1,377
+301
| +28% | +$24K | 0.07% | 86 |
|
|
2014
Q4 | $98K | Buy |
1,076
+101
| +10% | +$9.2K | 0.08% | 98 |
|
|
2014
Q3 | $97K | Sell |
975
-150
| -13% | -$14.9K | 0.11% | 102 |
|
|
2014
Q2 | $122K | Sell |
1,125
-599
| -35% | -$65K | 0.13% | 91 |
|
|
2014
Q1 | $171K | Buy |
1,724
+102
| +6% | +$10.1K | 0.19% | 61 |
|
|
2013
Q4 | $147K | Buy |
1,622
+100
| +7% | +$9.06K | 0.17% | 62 |
|
|
2013
Q3 | $127K | Buy |
1,522
+400
| +36% | +$33.4K | 0.16% | 70 |
|
|
2013
Q2 | $93K | Buy |
+1,122
| New | +$93K | 0.13% | 91 |
|