Guardian Investor Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $335K | Hold |
4,189
| – | – | 0.27% | 94 |
|
|
2014
Q4 | $383K | Sell |
4,189
-264
| -6% | -$24.1K | 0.3% | 86 |
|
|
2014
Q3 | $441K | Sell |
4,453
-292
| -6% | -$28.9K | 0.35% | 66 |
|
|
2014
Q2 | $516K | Sell |
4,745
-162
| -3% | -$17.6K | 0.4% | 57 |
|
|
2014
Q1 | $488K | Sell |
4,907
-192
| -4% | -$19.1K | 0.38% | 57 |
|
|
2013
Q4 | $463K | Sell |
5,099
-169
| -3% | -$15.3K | 0.35% | 68 |
|
|
2013
Q3 | $439K | Sell |
5,268
-53
| -1% | -$4.42K | 0.37% | 63 |
|
|
2013
Q2 | $439K | Buy |
+5,321
| New | +$439K | 0.38% | 58 |
|