WealthTrust Fairport’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 411 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 393 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 479 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 471 |
|
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 469 |
|
|
2015
Q1 | – | Sell |
-94
| Closed | -$9K | – | 176 |
|
|
2014
Q4 | $9K | Hold |
94
| – | – | ﹤0.01% | 349 |
|
|
2014
Q3 | $9K | Hold |
94
| – | – | ﹤0.01% | 262 |
|
|
2014
Q2 | $10K | Buy |
94
+85
| +944% | +$9.04K | ﹤0.01% | 231 |
|
|
2014
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 265 |
|
|
2013
Q4 | – | Sell |
-144
| Closed | -$12K | – | 311 |
|
|
2013
Q3 | $12K | Sell |
144
-83
| -37% | -$6.92K | ﹤0.01% | 255 |
|
|
2013
Q2 | $19K | Buy |
+227
| New | +$19K | ﹤0.01% | 200 |
|