FIM
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Foresters Investment Management’s Caterpillar CAT Stock Holding History

Foresters 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
2018
Q1 		– Sell
-8,950
Closed -$1.41M – 419
2017
Q4 		$1.41M Buy
+8,950
New +$1.24M 0.02% 337
2015
Q4 		– Sell
-118,385
Closed -$7.74M – 286
2015
Q3 		$7.74M Sell
118,385
-100
-0.1% -$7.65K 0.16% 165
2015
Q2 		$10.1M Hold
118,485
– – 0.19% 155
2015
Q1 		$9.48M Buy
118,485
+485
+0.4% +$40.3K 0.18% 156
2014
Q4 		$10.8M Buy
118,000
+1,000
+0.9% +$97.3K 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% -$4.36M 0.25% 141
2013
Q4 		$14.8M Sell
163,200
-2,500
-2% -$213K 0.32% 117
2013
Q3 		$13.8M Sell
165,700
-700
-0.4% -$59.2K 0.34% 110
2013
Q2 		$13.7M Buy
+166,400
New +$14.2M 0.41% 101

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