Douglas C. Lane & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $651K | Sell |
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|
2015
Q3 | $667K | Sell |
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|
2015
Q2 | $882K | Sell |
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|
2015
Q1 | $857K | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $1.3M | Buy |
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|
2014
Q2 | $1.3M | Sell |
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|
2014
Q1 | $1.19M | Sell |
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|
2013
Q4 | $1.65M | Sell |
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|
2013
Q3 | $1.52M | Sell |
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|
2013
Q2 | $1.77M | Buy |
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