BTC Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-41,840
| Closed | -$3.89M | – | 174 |
|
|
2016
Q4 | $3.89M | Buy |
41,840
+1,632
| +4% | +$152K | 0.77% | 45 |
|
|
2016
Q3 | $3.57M | Buy |
40,208
+2,789
| +7% | +$248K | 0.74% | 49 |
|
|
2016
Q2 | $2.84M | Buy |
37,419
+2,459
| +7% | +$186K | 0.61% | 66 |
|
|
2016
Q1 | $2.68M | Buy |
34,960
+1,929
| +6% | +$148K | 0.62% | 67 |
|
|
2015
Q4 | $2.25M | Buy |
33,031
+2,443
| +8% | +$166K | 0.53% | 76 |
|
|
2015
Q3 | $2M | Buy |
30,588
+3,948
| +15% | +$258K | 0.48% | 83 |
|
|
2015
Q2 | $2.26M | Buy |
+26,640
| New | +$2.26M | 0.52% | 79 |
|