Boston Private Bank & Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.11M | Sell |
26,332
-1,533
| -6% | -$123K | 0.1% | 182 |
|
|
2014
Q4 | $2.55M | Sell |
27,865
-3,210
| -10% | -$294K | 0.12% | 167 |
|
|
2014
Q3 | $3.08M | Buy |
31,075
+350
| +1% | +$34.7K | 0.15% | 149 |
|
|
2014
Q2 | $3.34M | Sell |
30,725
-1,323
| -4% | -$144K | 0.16% | 144 |
|
|
2014
Q1 | $3.19M | Sell |
32,048
-65
| -0.2% | -$6.46K | 0.16% | 144 |
|
|
2013
Q4 | $2.92M | Buy |
32,113
+188
| +0.6% | +$17.1K | 0.15% | 158 |
|
|
2013
Q3 | $2.66M | Sell |
31,925
-30,146
| -49% | -$2.51M | 0.15% | 155 |
|
|
2013
Q2 | $5.12M | Buy |
+62,071
| New | +$5.12M | 0.3% | 101 |
|