WFG Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $917K | Buy |
8,538
+33
| +0.4% | +$3.54K | 0.21% | 115 |
|
|
2017
Q1 | $789K | Sell |
8,505
-460
| -5% | -$42.7K | 0.21% | 116 |
|
|
2016
Q4 | $831K | Sell |
8,965
-653
| -7% | -$60.5K | 0.2% | 122 |
|
|
2016
Q3 | $854K | Sell |
9,618
-90
| -0.9% | -$7.99K | 0.21% | 117 |
|
|
2016
Q2 | $736K | Buy |
9,708
+358
| +4% | +$27.1K | 0.2% | 123 |
|
|
2016
Q1 | $716K | Sell |
9,350
-315
| -3% | -$24.1K | 0.21% | 116 |
|
|
2015
Q4 | $657K | Buy |
9,665
+512
| +6% | +$34.8K | 0.2% | 128 |
|
|
2015
Q3 | $598K | Buy |
9,153
+432
| +5% | +$28.2K | 0.19% | 124 |
|
|
2015
Q2 | $740K | Sell |
8,721
-1,680
| -16% | -$143K | 0.2% | 118 |
|
|
2015
Q1 | $832K | Sell |
10,401
-6,804
| -40% | -$544K | 0.23% | 98 |
|
|
2014
Q4 | $1.58M | Sell |
17,205
-534
| -3% | -$48.9K | 0.32% | 62 |
|
|
2014
Q3 | $1.76M | Buy |
17,739
+553
| +3% | +$54.8K | 0.33% | 57 |
|
|
2014
Q2 | $1.87M | Buy |
17,186
+1,262
| +8% | +$137K | 0.35% | 61 |
|
|
2014
Q1 | $1.58M | Sell |
15,924
-4,724
| -23% | -$469K | 0.32% | 60 |
|
|
2013
Q4 | $1.88M | Sell |
20,648
-404
| -2% | -$36.7K | 0.27% | 90 |
|
|
2013
Q3 | $1.76M | Buy |
21,052
+465
| +2% | +$38.8K | 0.27% | 82 |
|
|
2013
Q2 | $1.7M | Buy |
+20,587
| New | +$1.7M | 0.28% | 83 |
|