Goodman Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-47,890
| Closed | -$4.38M | – | 45 |
|
|
2014
Q4 | $4.38M | Buy |
47,890
+495
| +1% | +$45.3K | 2.97% | 20 |
|
|
2014
Q3 | $4.69M | Sell |
47,395
-1,149
| -2% | -$114K | 3.17% | 11 |
|
|
2014
Q2 | $5.28M | Sell |
48,544
-825
| -2% | -$89.6K | 3.16% | 11 |
|
|
2014
Q1 | $4.91M | Buy |
49,369
+1,560
| +3% | +$155K | 3% | 12 |
|
|
2013
Q4 | $4.34M | Sell |
47,809
-2,290
| -5% | -$208K | 2.76% | 21 |
|
|
2013
Q3 | $4.18M | Buy |
50,099
+365
| +0.7% | +$30.4K | 2.91% | 14 |
|
|
2013
Q2 | $4.1M | Buy |
+49,734
| New | +$4.1M | 3.1% | 11 |
|