Jupiter Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $208K | Buy |
+1,648
| New | +$208K | ﹤0.01% | 371 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$886K | – | 380 |
|
|
2019
Q4 | $886K | Buy |
+6,000
| New | +$886K | 0.01% | 324 |
|
|
2019
Q3 | – | Sell |
-3,876
| Closed | -$528K | – | 430 |
|
|
2019
Q2 | $528K | Buy |
+3,876
| New | +$528K | 0.01% | 274 |
|
|
2018
Q1 | – | Sell |
-42,434
| Closed | -$6.69M | – | 373 |
|
|
2017
Q4 | $6.69M | Buy |
+42,434
| New | +$6.69M | 0.06% | 172 |
|
|
2015
Q4 | – | Sell |
-10,500
| Closed | -$686K | – | 297 |
|
|
2015
Q3 | $686K | Buy |
+10,500
| New | +$686K | 0.02% | 211 |
|
|
2014
Q4 | – | Sell |
-22,500
| Closed | -$2.23M | – | 343 |
|
|
2014
Q3 | $2.23M | Buy |
+22,500
| New | +$2.23M | 0.11% | 161 |
|
|
2013
Q4 | – | Sell |
-59,600
| Closed | -$4.97M | – | 340 |
|
|
2013
Q3 | $4.97M | Buy |
+59,600
| New | +$4.97M | 0.47% | 75 |
|