Edmond de Rothschild (Europe)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $80K | Sell |
900
-1,430
| -61% | -$127K | 0.03% | 142 |
|
|
2016
Q2 | $177K | Hold |
2,330
| – | – | 0.09% | 115 |
|
|
2016
Q1 | $178K | Hold |
2,330
| – | – | 0.09% | 112 |
|
|
2015
Q4 | $158K | Hold |
2,330
| – | – | 0.07% | 128 |
|
|
2015
Q3 | $152K | Buy |
2,330
+825
| +55% | +$53.8K | 0.07% | 123 |
|
|
2015
Q2 | $128K | Buy |
+1,505
| New | +$128K | 0.04% | 164 |
|