Guardian Investor Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$335K Hold
2014
Q4
$383K Sell
2014
Q3
$441K Sell
2014
Q2
$516K Sell
2014
Q1
$488K Sell
2013
Q4
$463K Sell
2013
Q3
$439K Sell
2013
Q2
$439K Buy