Winthrop Partners - WNY’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $1.01M | Hold |
8,000
| – | – | 0.68% | 51 |
|
|
2019
Q2 | $1.09M | Hold |
8,000
| – | – | 0.82% | 47 |
|
|
2019
Q1 | $1.12M | Hold |
8,000
| – | – | 0.88% | 42 |
|
|
2018
Q4 | $1.02M | Hold |
8,000
| – | – | 0.95% | 34 |
|
|
2018
Q3 | $1.22M | Hold |
8,000
| – | – | 0.99% | 33 |
|
|
2018
Q2 | $1.09M | Hold |
8,000
| – | – | 0.9% | 34 |
|
|
2018
Q1 | $1.14M | Hold |
8,000
| – | – | 0.88% | 34 |
|
|
2017
Q4 | $1.27M | Buy |
+8,000
| New | +$1.27M | 1.03% | 30 |
|