Douglas C. Lane & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $651K | Sell |
9,580
-626
| -6% | -$42.5K | 0.02% | 165 |
|
|
2015
Q3 | $667K | Sell |
10,206
-194
| -2% | -$12.7K | 0.02% | 159 |
|
|
2015
Q2 | $882K | Sell |
10,400
-310
| -3% | -$26.3K | 0.02% | 153 |
|
|
2015
Q1 | $857K | Sell |
10,710
-373
| -3% | -$29.8K | 0.02% | 151 |
|
|
2014
Q4 | $1.01M | Sell |
11,083
-2,017
| -15% | -$185K | 0.03% | 148 |
|
|
2014
Q3 | $1.3M | Buy |
13,100
+1,139
| +10% | +$113K | 0.04% | 138 |
|
|
2014
Q2 | $1.3M | Sell |
11,961
-39
| -0.3% | -$4.24K | 0.04% | 135 |
|
|
2014
Q1 | $1.19M | Sell |
12,000
-6,186
| -34% | -$614K | 0.04% | 136 |
|
|
2013
Q4 | $1.65M | Sell |
18,186
-58
| -0.3% | -$5.27K | 0.05% | 130 |
|
|
2013
Q3 | $1.52M | Sell |
18,244
-3,250
| -15% | -$271K | 0.06% | 127 |
|
|
2013
Q2 | $1.77M | Buy |
+21,494
| New | +$1.77M | 0.07% | 125 |
|