Cambridge Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-65,391
| Closed | -$4.44M | – | 33 |
|
|
2015
Q4 | $4.44M | Sell |
65,391
-1,864
| -3% | -$127K | 2.66% | 26 |
|
|
2015
Q3 | $4.4M | Sell |
67,255
-1,853
| -3% | -$121K | 2.63% | 29 |
|
|
2015
Q2 | $5.86M | Sell |
69,108
-3,423
| -5% | -$290K | 3.12% | 25 |
|
|
2015
Q1 | $5.8M | Buy |
+72,531
| New | +$5.8M | 2.87% | 28 |
|
|
2014
Q4 | – | Sell |
-57,448
| Closed | -$5.69M | – | 31 |
|
|
2014
Q3 | $5.69M | Sell |
57,448
-942
| -2% | -$93.3K | 2.84% | 28 |
|
|
2014
Q2 | $6.35M | Buy |
+58,390
| New | +$6.35M | 3.15% | 23 |
|