Foresters Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,950
| Closed | -$1.41M | – | 419 |
|
|
2017
Q4 | $1.41M | Buy |
+8,950
| New | +$1.41M | 0.02% | 337 |
|
|
2015
Q4 | – | Sell |
-118,385
| Closed | -$7.74M | – | 286 |
|
|
2015
Q3 | $7.74M | Sell |
118,385
-100
| -0.1% | -$6.54K | 0.16% | 165 |
|
|
2015
Q2 | $10.1M | Hold |
118,485
| – | – | 0.19% | 155 |
|
|
2015
Q1 | $9.48M | Buy |
118,485
+485
| +0.4% | +$38.8K | 0.18% | 156 |
|
|
2014
Q4 | $10.8M | Buy |
118,000
+1,000
| +0.9% | +$91.5K | 0.22% | 151 |
|
|
2014
Q3 | $11.6M | Hold |
117,000
| – | – | 0.25% | 141 |
|
|
2014
Q2 | $12.7M | Hold |
117,000
| – | – | 0.26% | 140 |
|
|
2014
Q1 | $11.6M | Sell |
117,000
-46,200
| -28% | -$4.59M | 0.25% | 141 |
|
|
2013
Q4 | $14.8M | Sell |
163,200
-2,500
| -2% | -$227K | 0.32% | 117 |
|
|
2013
Q3 | $13.8M | Sell |
165,700
-700
| -0.4% | -$58.4K | 0.34% | 110 |
|
|
2013
Q2 | $13.7M | Buy |
+166,400
| New | +$13.7M | 0.41% | 101 |
|