1919 Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $19.2M | Buy |
193,962
+8,288
| +4% | +$821K | 0.4% | 75 |
|
|
2014
Q2 | $20.2M | Sell |
185,674
-1,318
| -0.7% | -$143K | 0.41% | 68 |
|
|
2014
Q1 | $18.6M | Sell |
186,992
-13,155
| -7% | -$1.31M | 0.38% | 70 |
|
|
2013
Q4 | $18.2M | Sell |
200,147
-11,239
| -5% | -$1.02M | 0.38% | 66 |
|
|
2013
Q3 | $17.6M | Sell |
211,386
-8,876
| -4% | -$740K | 0.4% | 67 |
|
|
2013
Q2 | $18.2M | Buy |
+220,262
| New | +$18.2M | 0.43% | 63 |
|