Curian Capital’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 |
-21,965
| Closed | -$1.49M | – | 57 |
|
|
2015
Q4 | $1.49M | Sell |
21,965
-45,519
| -67% | -$3.09M | 0.11% | 191 |
|
|
2015
Q3 | $4.41M | Sell |
67,484
-39,316
| -37% | -$2.57M | 0.12% | 196 |
|
|
2015
Q2 | $9.06M | Buy |
106,800
+3,254
| +3% | +$276K | 0.15% | 166 |
|
|
2015
Q1 | $8.29M | Buy |
103,546
+5,348
| +5% | +$428K | 0.14% | 181 |
|
|
2014
Q4 | $8.99M | Buy |
98,198
+2,873
| +3% | +$263K | 0.15% | 170 |
|
|
2014
Q3 | $9.44M | Buy |
95,325
+89,114
| +1,435% | +$8.82M | 0.17% | 148 |
|
|
2014
Q2 | $675K | Sell |
6,211
-43,474
| -87% | -$4.72M | 0.01% | 516 |
|
|
2014
Q1 | $4.94M | Buy |
49,685
+6,408
| +15% | +$637K | 0.09% | 229 |
|
|
2013
Q4 | $3.93M | Buy |
43,277
+574
| +1% | +$52.1K | 0.07% | 221 |
|
|
2013
Q3 | $3.56M | Buy |
42,703
+2,691
| +7% | +$224K | 0.06% | 220 |
|
|
2013
Q2 | $3.3M | Buy |
+40,012
| New | +$3.3M | 0.06% | 220 |
|