Kanaly Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $218K | Buy |
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|
2016
Q3 | $202K | Sell |
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|
2016
Q2 | $173K | Sell |
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|
2016
Q1 | $176K | Buy |
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|
2015
Q4 | $150K | Sell |
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|
2015
Q3 | $171K | Sell |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $529K | Buy |
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|
2014
Q3 | $570K | Sell |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.04M | Sell |
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|
2013
Q4 | $1.13M | Buy |
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|
2013
Q3 | $644K | Hold |
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|
2013
Q2 | $637K | Buy |
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