Lakeshore Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.08M | Sell |
16,462
-2,400
| -13% | -$157K | 2.36% | 14 |
|
|
2015
Q2 | $1.6M | Sell |
18,862
-1,034
| -5% | -$87.7K | 2.72% | 14 |
|
|
2015
Q1 | $1.59M | Sell |
19,896
-3,167
| -14% | -$253K | 2.58% | 15 |
|
|
2014
Q4 | $2.11M | Sell |
23,063
-4,392
| -16% | -$402K | 2.72% | 14 |
|
|
2014
Q3 | $2.72M | Sell |
27,455
-789
| -3% | -$78.1K | 2.72% | 18 |
|
|
2014
Q2 | $3.07M | Buy |
28,244
+210
| +0.7% | +$22.8K | 2.89% | 17 |
|
|
2014
Q1 | $2.79M | Sell |
28,034
-366
| -1% | -$36.4K | 2.82% | 17 |
|
|
2013
Q4 | $2.58M | Sell |
28,400
-971
| -3% | -$88.2K | 2.52% | 17 |
|
|
2013
Q3 | $2.45M | Buy |
29,371
+346
| +1% | +$28.9K | 2.23% | 18 |
|
|
2013
Q2 | $2.4M | Buy |
+29,025
| New | +$2.4M | 2.24% | 18 |
|