Advance Capital I’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-16,700
| Closed | -$1.34M | – | 209 |
|
|
2015
Q1 | $1.34M | Buy |
+16,700
| New | +$1.34M | 0.83% | 30 |
|
|
2014
Q1 | – | Sell |
-9,850
| Closed | -$894K | – | 183 |
|
|
2013
Q4 | $894K | Hold |
9,850
| – | – | 0.43% | 61 |
|
|
2013
Q3 | $821K | Hold |
9,850
| – | – | 0.42% | 58 |
|
|
2013
Q2 | $813K | Buy |
+9,850
| New | +$813K | 0.4% | 77 |
|