IKOS CIF’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,917
| Closed | -$252K | – | 187 |
|
|
2015
Q3 | $252K | Buy |
3,917
+3,218
| +460% | +$207K | 0.73% | 53 |
|
|
2015
Q2 | $59K | Buy |
+699
| New | +$59K | 0.19% | 158 |
|
|
2014
Q2 | – | Sell |
-1,965
| Closed | -$195K | – | 212 |
|
|
2014
Q1 | $195K | Buy |
+1,965
| New | +$195K | 0.29% | 107 |
|