Dunvegan 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 | $5K | Hold |
70
| – | – | 0.01% | 186 |
|
|
2015
Q3 | $5K | Buy |
70
+10
| +17% | +$714 | 0.01% | 187 |
|
|
2015
Q2 | $5K | Hold |
60
| – | – | 0.01% | 182 |
|
|
2015
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 194 |
|
|
2014
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 191 |
|
|
2014
Q3 | $6K | Hold |
60
| – | – | 0.01% | 177 |
|
|
2014
Q2 | $7K | Hold |
60
| – | – | 0.01% | 174 |
|
|
2014
Q1 | $6K | Buy |
+60
| New | +$6K | 0.01% | 188 |
|