Cutler Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$160K | – | 91 |
|
|
2015
Q1 | $160K | Buy |
+2,000
| New | +$160K | 0.07% | 80 |
|
|
2014
Q2 | – | Sell |
-2,500
| Closed | -$248K | – | 99 |
|
|
2014
Q1 | $248K | Sell |
2,500
-4,000
| -62% | -$397K | 0.1% | 88 |
|
|
2013
Q4 | $590K | Hold |
6,500
| – | – | 0.24% | 58 |
|
|
2013
Q3 | $542K | Buy |
6,500
+1,500
| +30% | +$125K | 0.22% | 63 |
|
|
2013
Q2 | $412K | Buy |
+5,000
| New | +$412K | 0.18% | 78 |
|