KMS Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.51M | Sell |
35,429
-261
| -0.7% | -$25.9K | 0.49% | 47 |
|
|
2014
Q2 | $3.88M | Buy |
35,690
+111
| +0.3% | +$12.1K | 0.55% | 34 |
|
|
2014
Q1 | $3.54M | Buy |
35,579
+5,990
| +20% | +$595K | 0.56% | 33 |
|
|
2013
Q4 | $2.69M | Buy |
29,589
+19,970
| +208% | +$1.81M | 0.45% | 46 |
|
|
2013
Q3 | $802K | Buy |
9,619
+2,001
| +26% | +$167K | 0.2% | 126 |
|
|
2013
Q2 | $628K | Buy |
+7,618
| New | +$628K | 0.18% | 146 |
|