IH
IFC Holdings’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,483
| Closed | -$392K | – | 51 |
|
|
2017
Q4 | $392K | Sell |
2,483
-904
| -27% | -$143K | 0.03% | 348 |
|
|
2017
Q3 | $421K | Buy |
3,387
+358
| +12% | +$44.5K | 0.03% | 335 |
|
|
2017
Q2 | $324K | Sell |
3,029
-66
| -2% | -$7.06K | 0.02% | 365 |
|
|
2017
Q1 | $288K | Buy |
3,095
+482
| +18% | +$44.9K | 0.03% | 357 |
|
|
2016
Q4 | $240K | Sell |
2,613
-268
| -9% | -$24.6K | 0.02% | 354 |
|
|
2016
Q3 | $257K | Sell |
2,881
-204
| -7% | -$18.2K | 0.03% | 323 |
|
|
2016
Q2 | $235K | Buy |
3,085
+387
| +14% | +$29.5K | 0.03% | 330 |
|
|
2016
Q1 | $208K | Sell |
2,698
-260
| -9% | -$20K | 0.03% | 339 |
|
|
2015
Q4 | $202K | Sell |
2,958
-222
| -7% | -$15.2K | 0.03% | 338 |
|
|
2015
Q3 | $204K | Buy |
3,180
+639
| +25% | +$41K | 0.03% | 339 |
|
|
2015
Q2 | $221K | Buy |
2,541
+17
| +0.7% | +$1.48K | 0.03% | 335 |
|
|
2015
Q1 | $203K | Buy |
2,524
+239
| +10% | +$19.2K | 0.03% | 350 |
|
|
2014
Q4 | $214K | Sell |
2,285
-415
| -15% | -$38.9K | 0.04% | 330 |
|
|
2014
Q3 | $270K | Sell |
2,700
-594
| -18% | -$59.4K | 0.05% | 277 |
|
|
2014
Q2 | $360K | Sell |
3,294
-737
| -18% | -$80.5K | 0.07% | 227 |
|
|
2014
Q1 | $401K | Sell |
4,031
-2,120
| -34% | -$211K | 0.08% | 187 |
|
|
2013
Q4 | $558K | Sell |
6,151
-799
| -11% | -$72.5K | 0.12% | 174 |
|
|
2013
Q3 | $579K | Buy |
6,950
+443
| +7% | +$36.9K | 0.13% | 185 |
|
|
2013
Q2 | $535K | Buy |
+6,507
| New | +$535K | 0.13% | 181 |
|