Investors Capital Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $692K | Sell |
9,131
-507
| -5% | -$38.4K | 0.13% | 208 |
|
|
2016
Q1 | $737K | Sell |
9,638
-2,101
| -18% | -$161K | 0.15% | 192 |
|
|
2015
Q4 | $797K | Sell |
11,739
-2,179
| -16% | -$148K | 0.15% | 196 |
|
|
2015
Q3 | $909K | Buy |
13,918
+255
| +2% | +$16.7K | 0.18% | 152 |
|
|
2015
Q2 | $1.16M | Buy |
13,663
+110
| +0.8% | +$9.32K | 0.21% | 129 |
|
|
2015
Q1 | $1.08M | Sell |
13,553
-460
| -3% | -$36.8K | 0.2% | 137 |
|
|
2014
Q4 | $1.28M | Sell |
14,013
-921
| -6% | -$84.3K | 0.24% | 113 |
|
|
2014
Q3 | $1.48M | Sell |
14,934
-2,122
| -12% | -$210K | 0.29% | 81 |
|
|
2014
Q2 | $1.85M | Sell |
17,056
-73
| -0.4% | -$7.93K | 0.3% | 83 |
|
|
2014
Q1 | $1.7M | Sell |
17,129
-435
| -2% | -$43.2K | 0.37% | 53 |
|
|
2013
Q4 | $1.6M | Buy |
17,564
+1,077
| +7% | +$97.8K | 0.37% | 49 |
|
|
2013
Q3 | $1.38M | Sell |
16,487
-1,018
| -6% | -$84.9K | 0.36% | 66 |
|
|
2013
Q2 | $1.44M | Buy |
+17,505
| New | +$1.44M | 0.44% | 51 |
|