Independence Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-5,399
| Closed | -$367K | – | 52 |
|
|
2015
Q4 | $367K | Buy |
+5,399
| New | +$367K | 0.48% | 42 |
|
|
2015
Q3 | – | Sell |
-2,657
| Closed | -$225K | – | 102 |
|
|
2015
Q2 | $225K | Sell |
2,657
-724
| -21% | -$61.3K | 0.15% | 97 |
|
|
2015
Q1 | $271K | Hold |
3,381
| – | – | 0.17% | 92 |
|
|
2014
Q4 | $309K | Buy |
+3,381
| New | +$309K | 0.19% | 93 |
|