FDO Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-22,258
| Closed | -$2.07M | – | 240 |
|
|
2017
Q1 | $2.07M | Buy |
22,258
+12,453
| +127% | +$1.16M | 0.51% | 79 |
|
|
2016
Q4 | $909K | Buy |
+9,805
| New | +$909K | 0.37% | 111 |
|
|
2016
Q3 | – | Sell |
-26,660
| Closed | -$2.02M | – | 198 |
|
|
2016
Q2 | $2.02M | Buy |
26,660
+20,555
| +337% | +$1.56M | 1.1% | 17 |
|
|
2016
Q1 | $467K | Buy |
+6,105
| New | +$467K | 0.3% | 131 |
|