Independent Portfolio Consultants’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$271K Sell
2017
Q1
$697K Buy
2016
Q4
$465K Sell
2016
Q3
$591K Sell
2016
Q2
$534K Buy
2016
Q1
$524K Buy
2015
Q4
$449K Sell
2015
Q3
$736K Buy
2015
Q2
$924K Buy
2015
Q1
$679K Sell
2014
Q4
$818K Buy
2014
Q3
$429K Sell
2014
Q2
$674K Buy
2014
Q1
$585K Sell
2013
Q4
$564K Buy
2013
Q3
$448K Buy
2013
Q2
$415K Buy