Independent Portfolio Consultants’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $271K | Sell |
2,524
-4,987
| -66% | -$535K | 0.11% | 250 |
|
|
2017
Q1 | $697K | Buy |
7,511
+2,495
| +50% | +$232K | 0.24% | 139 |
|
|
2016
Q4 | $465K | Sell |
5,016
-1,644
| -25% | -$152K | 0.15% | 224 |
|
|
2016
Q3 | $591K | Sell |
6,660
-390
| -6% | -$34.6K | 0.19% | 198 |
|
|
2016
Q2 | $534K | Buy |
7,050
+205
| +3% | +$15.5K | 0.17% | 211 |
|
|
2016
Q1 | $524K | Buy |
6,845
+235
| +4% | +$18K | 0.15% | 205 |
|
|
2015
Q4 | $449K | Sell |
6,610
-4,655
| -41% | -$316K | 0.13% | 215 |
|
|
2015
Q3 | $736K | Buy |
11,265
+372
| +3% | +$24.3K | 0.16% | 175 |
|
|
2015
Q2 | $924K | Buy |
10,893
+2,407
| +28% | +$204K | 0.18% | 171 |
|
|
2015
Q1 | $679K | Sell |
8,486
-452
| -5% | -$36.2K | 0.14% | 199 |
|
|
2014
Q4 | $818K | Buy |
8,938
+4,605
| +106% | +$421K | 0.16% | 183 |
|
|
2014
Q3 | $429K | Sell |
4,333
-1,867
| -30% | -$185K | 0.12% | 268 |
|
|
2014
Q2 | $674K | Buy |
6,200
+305
| +5% | +$33.2K | 0.19% | 156 |
|
|
2014
Q1 | $585K | Sell |
5,895
-320
| -5% | -$31.8K | 0.19% | 175 |
|
|
2013
Q4 | $564K | Buy |
6,215
+840
| +16% | +$76.2K | 0.2% | 180 |
|
|
2013
Q3 | $448K | Buy |
5,375
+340
| +7% | +$28.3K | 0.18% | 242 |
|
|
2013
Q2 | $415K | Buy |
+5,035
| New | +$415K | 0.19% | 232 |
|