Community Financial Services Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-575
| Closed | -$49K | – | 278 |
|
|
2015
Q2 | $49K | Sell |
575
-165
| -22% | -$14.1K | 0.02% | 132 |
|
|
2015
Q1 | $59K | Buy |
740
+165
| +29% | +$13.2K | 0.03% | 118 |
|
|
2014
Q4 | $53K | Buy |
575
+46
| +9% | +$4.24K | 0.02% | 129 |
|
|
2014
Q3 | $52K | Hold |
529
| – | – | 0.03% | 118 |
|
|
2014
Q2 | $57K | Hold |
529
| – | – | 0.03% | 110 |
|
|
2014
Q1 | $53K | Buy |
+529
| New | +$53K | 0.03% | 112 |
|
|
2013
Q4 | – | Sell |
-529
| Closed | -$44K | – | 88 |
|
|
2013
Q3 | $44K | Sell |
529
-385
| -42% | -$32K | 0.02% | 113 |
|
|
2013
Q2 | $75K | Buy |
+914
| New | +$75K | 0.04% | 90 |
|