Investors Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $675K | Hold |
8,584
| – | – | 2.11% | 21 |
|
|
2015
Q1 | $687K | Hold |
8,584
| – | – | 2.11% | 20 |
|
|
2014
Q4 | $786K | Sell |
8,584
-6,869
| -44% | -$629K | 2.37% | 18 |
|
|
2014
Q3 | $1.53M | Sell |
15,453
-16,602
| -52% | -$1.64M | 2.83% | 9 |
|
|
2014
Q2 | $3.48M | Sell |
32,055
-4,039
| -11% | -$439K | 2.73% | 7 |
|
|
2014
Q1 | $3.59M | Hold |
36,094
| – | – | 3% | 7 |
|
|
2013
Q4 | $3.42M | Sell |
36,094
-78,158
| -68% | -$7.41M | 2.67% | 7 |
|
|
2013
Q3 | $9.53M | Buy |
114,252
+25,415
| +29% | +$2.12M | 1.65% | 19 |
|
|
2013
Q2 | $7.33M | Buy |
+88,837
| New | +$7.33M | 1.24% | 34 |
|