HPIA
Hamilton Point Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-23,003
| Closed | -$2.13M | – | 74 |
|
|
2016
Q4 | $2.13M | Buy |
23,003
+380
| +2% | +$35.2K | 1.32% | 37 |
|
|
2016
Q3 | $2.01M | Buy |
22,623
+1,147
| +5% | +$102K | 1.26% | 37 |
|
|
2016
Q2 | $1.63M | Buy |
21,476
+685
| +3% | +$51.9K | 1.06% | 51 |
|
|
2016
Q1 | $1.59M | Buy |
20,791
+230
| +1% | +$17.6K | 1.06% | 51 |
|
|
2015
Q4 | $1.4M | Buy |
20,561
+2,991
| +17% | +$203K | 0.97% | 52 |
|
|
2015
Q3 | $1.15M | Buy |
+17,570
| New | +$1.15M | 0.9% | 54 |
|