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Beacon Capital Management Inc (Ohio)’s Caterpillar CAT Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1
Closed – – 261
2015
Q3 		$0 Buy
+1
New +$76 ﹤0.01% 246
2015
Q1 		– Sell
-50
Closed -$5K – 246
2014
Q4 		$5K Hold
50
– – ﹤0.01% 171
2014
Q3 		$5K Hold
50
– – ﹤0.01% 177
2014
Q2 		$5K Sell
50
-1
-2% -$105 ﹤0.01% 176
2014
Q1 		$5K Buy
51
+1
+2% +$94 ﹤0.01% 174
2013
Q4 		$5K Buy
+50
New +$4.27K ﹤0.01% 167

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BIT
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Gates Foundation Trust
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Beacon Capital Management Inc (Ohio)'s CAT Position: Q4 2015 in Review

Beacon Capital Management Inc (Ohio) sold out of Caterpillar (CAT) in Q4 2015, closing a stake of 1 share.

Beacon Capital Management Inc (Ohio) first reported a position in CAT in Q4 2013 and held it in 6 quarters. The position peaked at $5K in Q4 2014. 1,067 funds tracked by Wall St. Rank hold CAT as of Q4 2015.

  • Beacon Capital Management Inc (Ohio) reported no remaining Caterpillar position as of Q4 2015 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1 Caterpillar share in Q4 2015.
  • Beacon Capital Management Inc (Ohio) first reported a position in Caterpillar in Q4 2013 and held it in 6 quarters.
  • Beacon Capital Management Inc (Ohio)'s Caterpillar position peaked at $5K in Q4 2014.
  • 1,067 funds tracked by Wall St. Rank held Caterpillar as of Q4 2015.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2015, filed 7 Jan 2016.