Gerstein Fisher’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $312K | Buy |
3,514
+180
| +5% | +$16K | 0.04% | 320 |
|
|
2016
Q2 | $253K | Buy |
3,334
+316
| +10% | +$24K | 0.03% | 334 |
|
|
2016
Q1 | $231K | Buy |
+3,018
| New | +$231K | 0.03% | 349 |
|
|
2014
Q4 | – | Sell |
-2,262
| Closed | -$224K | – | 386 |
|
|
2014
Q3 | $224K | Buy |
+2,262
| New | +$224K | 0.04% | 348 |
|
|
2013
Q4 | – | Sell |
-5,282
| Closed | -$441K | – | 446 |
|
|
2013
Q3 | $441K | Sell |
5,282
-1,850
| -26% | -$154K | 0.1% | 196 |
|
|
2013
Q2 | $588K | Buy |
+7,132
| New | +$588K | 0.14% | 132 |
|