Atherton Lane Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $332K | Sell |
4,887
-450
| -8% | -$30.6K | 0.02% | 169 |
|
|
2015
Q3 | $349K | Sell |
5,337
-1,618
| -23% | -$106K | 0.02% | 161 |
|
|
2015
Q2 | $590K | Sell |
6,955
-15,276
| -69% | -$1.3M | 0.03% | 139 |
|
|
2015
Q1 | $1.78M | Sell |
22,231
-175,610
| -89% | -$14.1M | 0.1% | 88 |
|
|
2014
Q4 | $18.1M | Buy |
197,841
+6,081
| +3% | +$557K | 0.99% | 53 |
|
|
2014
Q3 | $19M | Sell |
191,760
-16
| -0% | -$1.58K | 1.08% | 43 |
|
|
2014
Q2 | $20.8M | Sell |
191,776
-2,442
| -1% | -$265K | 1.16% | 45 |
|
|
2014
Q1 | $19.3M | Sell |
194,218
-1,210
| -0.6% | -$120K | 1.19% | 44 |
|
|
2013
Q4 | $17.7M | Sell |
195,428
-12,538
| -6% | -$1.14M | 1.12% | 49 |
|
|
2013
Q3 | $17.3M | Buy |
207,966
+870
| +0.4% | +$72.6K | 1.19% | 51 |
|
|
2013
Q2 | $17.1M | Buy |
+207,096
| New | +$17.1M | 1.25% | 44 |
|