IberiaBank’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $4.07M | Sell |
32,209
-449
| -1% | -$56.8K | 0.48% | 71 |
|
|
2020
Q1 | $3.79M | Buy |
+32,658
| New | +$3.79M | 0.5% | 69 |
|
|
2017
Q3 | – | Sell |
-2,218
| Closed | -$238K | – | 225 |
|
|
2017
Q2 | $238K | Sell |
2,218
-9,650
| -81% | -$1.04M | 0.07% | 154 |
|
|
2017
Q1 | $1.1M | Sell |
11,868
-27,569
| -70% | -$2.56M | 0.35% | 94 |
|
|
2016
Q4 | $3.66M | Buy |
39,437
+2,315
| +6% | +$215K | 1.34% | 30 |
|
|
2016
Q3 | $3.3M | Buy |
37,122
+3,049
| +9% | +$271K | 1.4% | 35 |
|
|
2016
Q2 | $2.58M | Buy |
34,073
+840
| +3% | +$63.7K | 1.14% | 41 |
|
|
2016
Q1 | $2.54M | Sell |
33,233
-196
| -0.6% | -$15K | 1.2% | 37 |
|
|
2015
Q4 | $2.27M | Buy |
33,429
+2,908
| +10% | +$198K | 1.02% | 39 |
|
|
2015
Q3 | $2M | Buy |
30,521
+296
| +1% | +$19.3K | 1.02% | 39 |
|
|
2015
Q2 | $2.56M | Buy |
+30,225
| New | +$2.56M | 1.14% | 33 |
|