CCM
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CrestPoint Capital Management’s Caterpillar CAT Stock Holding History

CrestPoint Capital Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,900
Closed -$246K – 197
2015
Q2 		$246K Buy
+2,900
New +$249K 0.13% 199

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CrestPoint Capital Management's CAT Position: Q3 2015 in Review

CrestPoint Capital Management sold out of Caterpillar (CAT) in Q3 2015, closing a stake of 2,900 shares — an estimated $246K sold.

CrestPoint Capital Management first reported a position in CAT in Q2 2015 and held it in 1 quarter. The position peaked at $246K in Q2 2015. 1,059 funds tracked by Wall St. Rank hold CAT as of Q3 2015.

  • CrestPoint Capital Management reported no remaining Caterpillar position as of Q3 2015 after selling out during the quarter.
  • CrestPoint Capital Management sold 2,900 Caterpillar shares in Q3 2015, an estimated $246K.
  • CrestPoint Capital Management first reported a position in Caterpillar in Q2 2015 and held it in 1 quarter.
  • CrestPoint Capital Management's Caterpillar position peaked at $246K in Q2 2015.
  • 1,059 funds tracked by Wall St. Rank held Caterpillar as of Q3 2015.

Based on CrestPoint Capital Management's 13F filing for Q3 2015, filed 15 Oct 2015.