EIM
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Emerson Investment Management’s Caterpillar CAT Stock Holding History

Emerson Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,923
Closed -$248K – 135
2015
Q2 		$248K Hold
2,923
– – 0.05% 129
2015
Q1 		$234K Buy
+2,923
New +$243K 0.04% 134
2014
Q4 		– Sell
-2,185
Closed -$216K – 150
2014
Q3 		$216K Hold
2,185
– – 0.04% 145
2014
Q2 		$237K Hold
2,185
– – 0.05% 142
2014
Q1 		$217K Buy
+2,185
New +$206K 0.04% 137
2013
Q4 		– Sell
-2,400
Closed -$200K – 140
2013
Q3 		$200K Buy
+2,400
New +$203K 0.04% 132

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