Dominick & Dominick’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $711K | Hold |
7,763
| – | – | 0.36% | 96 |
|
2014
Q3 | $769K | Sell |
7,763
-875
| -10% | -$86.7K | 0.37% | 83 |
|
2014
Q2 | $939K | Sell |
8,638
-1,025
| -11% | -$111K | 0.46% | 64 |
|
2014
Q1 | $960K | Sell |
9,663
-14,095
| -59% | -$1.4M | 0.47% | 59 |
|
2013
Q4 | $2.16M | Sell |
23,758
-830
| -3% | -$75.4K | 1.03% | 22 |
|
2013
Q3 | $2.05M | Sell |
24,588
-625
| -2% | -$52.1K | 1.14% | 19 |
|
2013
Q2 | $2.08M | Buy |
+25,213
| New | +$2.08M | 1.21% | 15 |
|