Williams Jones & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $2.9M | Buy |
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|
2019
Q1 | $2.86M | Sell |
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|
2018
Q4 | $2.84M | Buy |
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|
2018
Q3 | $3.29M | Sell |
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|
2018
Q2 | $3M | Buy |
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|
2018
Q1 | $3.18M | Sell |
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|
2017
Q4 | $3.5M | Buy |
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|
2017
Q3 | $2.76M | Buy |
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|
2017
Q2 | $2.28M | Hold |
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|
2017
Q1 | $1.97M | Buy |
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|
2016
Q4 | $1.92M | Sell |
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|
2016
Q3 | $1.84M | Sell |
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|
2016
Q2 | $1.59M | Buy |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $262K | Sell |
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|
2015
Q3 | $614K | Sell |
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|
2015
Q2 | $913K | Buy |
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|
2015
Q1 | $854K | Sell |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $795K | Sell |
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|
2014
Q2 | $1.21M | Sell |
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|
2014
Q1 | $6.05M | Buy |
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|
2013
Q4 | $638K | Sell |
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|
2013
Q3 | $1.34M | Sell |
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|
2013
Q2 | $1.36M | Buy |
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