HCC
Hirtle Callaghan & Co’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,597
| Closed | -$329K | – | 69 |
|
|
2014
Q4 | $329K | Sell |
3,597
-300
| -8% | -$27.4K | 0.08% | 145 |
|
|
2014
Q3 | $386K | Sell |
3,897
-130
| -3% | -$12.9K | 0.06% | 131 |
|
|
2014
Q2 | $438K | Buy |
4,027
+7
| +0.2% | +$761 | 0.06% | 151 |
|
|
2014
Q1 | $399K | Sell |
4,020
-506
| -11% | -$50.2K | 0.07% | 153 |
|
|
2013
Q4 | $411K | Sell |
4,526
-494
| -10% | -$44.9K | 0.06% | 153 |
|
|
2013
Q3 | $419K | Buy |
+5,020
| New | +$419K | 0.07% | 144 |
|