Geneva Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $976K | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.4M | Sell |
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|
2016
Q2 | $1.56M | Sell |
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|
2016
Q1 | $1.77M | Sell |
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|
2015
Q4 | $1.7M | Sell |
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|
2015
Q3 | $1.98M | Sell |
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|
2015
Q2 | $2.66M | Sell |
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|
2015
Q1 | $2.53M | Sell |
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|
2014
Q4 | $2.97M | Sell |
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|
2014
Q3 | $3.29M | Buy |
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|
2014
Q2 | $3.5M | Buy |
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|
2014
Q1 | $3.07M | Buy |
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|
2013
Q4 | $584K | Sell |
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|
2013
Q3 | $623K | Sell |
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|
2013
Q2 | $738K | Buy |
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