Edmond de Rothschild (Suisse)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.64M | Sell |
18,500
-2,680
| -13% | -$238K | 0.51% | 52 |
|
|
2016
Q2 | $1.61M | Buy |
21,180
+2,450
| +13% | +$186K | 0.53% | 52 |
|
|
2016
Q1 | $1.43M | Sell |
18,730
-6,200
| -25% | -$475K | 0.59% | 38 |
|
|
2015
Q4 | $1.69M | Sell |
24,930
-4,070
| -14% | -$277K | 0.65% | 35 |
|
|
2015
Q3 | $1.9M | Sell |
29,000
-2,290
| -7% | -$150K | 0.64% | 32 |
|
|
2015
Q2 | $2.65M | Buy |
+31,290
| New | +$2.65M | 0.84% | 26 |
|