J.P. Turner & Co Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
$309K Sell
4,666
-3,613
-44% -$239K 0.32% 105
2015
Q2
$692K Buy
8,279
+1,866
+29% +$156K 0.54% 56
2015
Q1
$515K Buy
6,413
+3,806
+146% +$306K 0.48% 66
2014
Q4
$239K Buy
+2,607
New +$239K 0.23% 145