Greystone Managed Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $7.27M | Sell |
57,571
-1,839
| -3% | -$232K | 0.44% | 68 |
|
|
2019
Q2 | $8.1M | Sell |
59,410
-1,691
| -3% | -$230K | 0.46% | 65 |
|
|
2019
Q1 | $8.28M | Sell |
61,101
-4,067
| -6% | -$551K | 0.49% | 63 |
|
|
2018
Q4 | $8.28M | Buy |
65,168
+16,401
| +34% | +$2.08M | 0.53% | 58 |
|
|
2018
Q3 | $7.44M | Sell |
48,767
-2,291
| -4% | -$349K | 0.4% | 75 |
|
|
2018
Q2 | $6.93M | Buy |
51,058
+964
| +2% | +$131K | 0.3% | 78 |
|
|
2018
Q1 | $7.38M | Sell |
50,094
-1,712
| -3% | -$252K | 0.31% | 75 |
|
|
2017
Q4 | $8.16M | Buy |
+51,806
| New | +$8.16M | 0.34% | 70 |
|