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Girard Securities’s Caterpillar CAT Stock Holding History

Girard Securities’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,635
Closed -$244K – 166
2016
Q4 		$244K Sell
2,635
-70
-3% -$6.48K 0.21% 138
2016
Q3 		$240K Sell
2,705
-1,555
-37% -$138K 0.25% 124
2016
Q2 		$326K Buy
+4,260
New +$326K 0.3% 101