Gyrus Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-40,628
| Closed | -$3.25M | – | 16 |
|
|
2015
Q1 | $3.25M | Sell |
40,628
-850
| -2% | -$68K | 0.54% | 79 |
|
|
2014
Q4 | $3.8M | Buy |
41,478
+5,100
| +14% | +$467K | 0.63% | 71 |
|
|
2014
Q3 | $3.6M | Buy |
36,378
+10,075
| +38% | +$998K | 0.63% | 70 |
|
|
2014
Q2 | $2.86M | Sell |
26,303
-5,150
| -16% | -$560K | 0.51% | 78 |
|
|
2014
Q1 | $3.45M | Sell |
31,453
-750
| -2% | -$82.3K | 0.6% | 74 |
|
|
2013
Q4 | $3.11M | Buy |
32,203
+299
| +0.9% | +$28.8K | 0.65% | 67 |
|
|
2013
Q3 | $2.74M | Sell |
31,904
-26
| -0.1% | -$2.23K | 0.6% | 68 |
|
|
2013
Q2 | $2.78M | Buy |
+31,930
| New | +$2.78M | 0.63% | 61 |
|