Legacy Private Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,130
| Closed | -$290K | – | 241 |
|
|
2016
Q4 | $290K | Buy |
3,130
+10
| +0.3% | +$927 | 0.04% | 206 |
|
|
2016
Q3 | $277K | Sell |
3,120
-22
| -0.7% | -$1.95K | 0.04% | 207 |
|
|
2016
Q2 | $238K | Sell |
3,142
-1,028
| -25% | -$77.9K | 0.03% | 211 |
|
|
2016
Q1 | $319K | Buy |
+4,170
| New | +$319K | 0.05% | 199 |
|