Burnham Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $796K | Buy |
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|
2016
Q1 | $727K | Hold |
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|
2015
Q4 | $646K | Hold |
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|
2015
Q3 | $621K | Sell |
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|
2015
Q2 | $823K | Sell |
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|
2015
Q1 | $780K | Hold |
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|
2014
Q4 | $892K | Buy |
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|
2014
Q3 | $955K | Hold |
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|
2014
Q2 | $1.05M | Hold |
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|
2014
Q1 | $958K | Hold |
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|
2013
Q4 | $876K | Hold |
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|
2013
Q3 | $804K | Sell |
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|
2013
Q2 | $1.05M | Buy |
|