KIA
King Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-5,335
| Closed | -$427K | – | 63 |
|
|
2015
Q1 | $427K | Sell |
5,335
-320
| -6% | -$25.6K | 0.2% | 74 |
|
|
2014
Q4 | $518K | Hold |
5,655
| – | – | 0.23% | 68 |
|
|
2014
Q3 | $560K | Sell |
5,655
-5,000
| -47% | -$495K | 0.25% | 65 |
|
|
2014
Q2 | $1.16M | Sell |
10,655
-72
| -0.7% | -$7.83K | 0.49% | 41 |
|
|
2014
Q1 | $1.07M | Hold |
10,727
| – | – | 0.49% | 40 |
|
|
2013
Q4 | $974K | Sell |
10,727
-1,000
| -9% | -$90.8K | 0.45% | 45 |
|
|
2013
Q3 | $978K | Buy |
11,727
+6,255
| +114% | +$522K | 0.42% | 54 |
|
|
2013
Q2 | $451K | Buy |
+5,472
| New | +$451K | 0.19% | 83 |
|