Kovitz Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $421K | Sell |
|
|||||
|
2015
Q3 | $446K | Sell |
|
|||||
|
2015
Q2 | $597K | Sell |
|
|||||
|
2015
Q1 | $583K | Sell |
|
|||||
|
2014
Q4 | $703K | Sell |
|
|||||
|
2014
Q3 | $777K | Hold |
|
|||||
|
2014
Q2 | $853K | Sell |
|
|||||
|
2014
Q1 | $787K | Buy |
|
|||||
|
2013
Q4 | $740K | Sell |
|
|||||
|
2013
Q3 | $784K | Sell |
|
|||||
|
2013
Q2 | $792K | Buy |
|