1st Global Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,819
| Closed | -$306K | – | 448 |
|
|
2014
Q2 | $306K | Sell |
2,819
-82
| -3% | -$8.9K | 0.05% | 297 |
|
|
2014
Q1 | $288K | Sell |
2,901
-80
| -3% | -$7.94K | 0.05% | 281 |
|
|
2013
Q4 | $271K | Sell |
2,981
-59
| -2% | -$5.36K | 0.05% | 298 |
|
|
2013
Q3 | $254K | Buy |
+3,040
| New | +$254K | 0.05% | 294 |
|