K
Kemper’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15,650
| Closed | -$1.25M | – | 25 |
|
|
2015
Q1 | $1.25M | Hold |
15,650
| – | – | 0.39% | 39 |
|
|
2014
Q4 | $1.43M | Sell |
15,650
-15,350
| -50% | -$1.4M | 0.44% | 35 |
|
|
2014
Q3 | $3.07M | Hold |
31,000
| – | – | 0.97% | 29 |
|
|
2014
Q2 | $3.37M | Hold |
31,000
| – | – | 1.04% | 28 |
|
|
2014
Q1 | $3.08M | Hold |
31,000
| – | – | 0.93% | 31 |
|
|
2013
Q4 | $2.82M | Sell |
31,000
-5,000
| -14% | -$454K | 0.92% | 32 |
|
|
2013
Q3 | $3M | Hold |
36,000
| – | – | 0.99% | 27 |
|
|
2013
Q2 | $2.97M | Buy |
+36,000
| New | +$2.97M | 1% | 22 |
|