Emerald Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,355
| Closed | -$203K | – | 326 |
|
|
2015
Q1 | $203K | Buy |
+2,355
| New | +$203K | 0.01% | 329 |
|
|
2014
Q3 | – | Sell |
-2,682
| Closed | -$291K | – | 356 |
|
|
2014
Q2 | $291K | Sell |
2,682
-257
| -9% | -$27.9K | 0.02% | 317 |
|
|
2014
Q1 | $292K | Sell |
2,939
-347
| -11% | -$34.5K | 0.02% | 318 |
|
|
2013
Q4 | $298K | Sell |
3,286
-551
| -14% | -$50K | 0.02% | 312 |
|
|
2013
Q3 | $320K | Sell |
3,837
-790
| -17% | -$65.9K | 0.02% | 308 |
|
|
2013
Q2 | $382K | Buy |
+4,627
| New | +$382K | 0.02% | 286 |
|