Index Management Solutions’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $31K | Sell |
474
-95
| -17% | -$6.21K | 0.03% | 305 |
|
|
2015
Q2 | $48K | Buy |
569
+1
| +0.2% | +$84 | 0.04% | 249 |
|
|
2015
Q1 | $45K | Sell |
568
-501
| -47% | -$39.7K | 0.03% | 141 |
|
|
2014
Q4 | $98K | Sell |
1,069
-2,232
| -68% | -$205K | 0.01% | 255 |
|
|
2014
Q3 | $327K | Buy |
3,301
+211
| +7% | +$20.9K | 0.04% | 425 |
|
|
2014
Q2 | $336K | Buy |
3,090
+1,927
| +166% | +$210K | 0.04% | 393 |
|
|
2014
Q1 | $116K | Buy |
1,163
+582
| +100% | +$58.1K | 0.02% | 397 |
|
|
2013
Q4 | $53K | Buy |
581
+110
| +23% | +$10K | 0.01% | 485 |
|
|
2013
Q3 | $39K | Buy |
+471
| New | +$39K | 0.01% | 565 |
|