AAM
Autus Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,541
| Closed | -$226K | – | 149 |
|
|
2016
Q3 | $226K | Sell |
2,541
-360
| -12% | -$32K | 0.05% | 144 |
|
|
2016
Q2 | $220K | Sell |
2,901
-635
| -18% | -$48.2K | 0.05% | 148 |
|
|
2016
Q1 | $271K | Sell |
3,536
-4,620
| -57% | -$354K | 0.07% | 138 |
|
|
2015
Q4 | $554K | Buy |
+8,156
| New | +$554K | 0.14% | 109 |
|
|
2013
Q4 | – | Sell |
-2,850
| Closed | -$238K | – | 115 |
|
|
2013
Q3 | $238K | Sell |
2,850
-825
| -22% | -$68.9K | 0.1% | 105 |
|
|
2013
Q2 | $303K | Buy |
+3,675
| New | +$303K | 0.14% | 94 |
|