Liberty Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-130
| Closed | -$22K | – | 124 |
|
|
2017
Q4 | $22K | Hold |
130
| – | – | 0.01% | 212 |
|
|
2017
Q3 | $17K | Hold |
130
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $14K | Hold |
130
| – | – | 0.01% | 224 |
|
|
2017
Q1 | $12K | Hold |
130
| – | – | 0.01% | 217 |
|
|
2016
Q4 | $12K | Hold |
130
| – | – | 0.01% | 212 |
|
|
2016
Q3 | $11K | Buy |
+130
| New | +$11K | 0.01% | 213 |
|
|
2013
Q4 | – | Sell |
-3,090
| Closed | -$258K | – | 97 |
|
|
2013
Q3 | $258K | Sell |
3,090
-625
| -17% | -$52.2K | 0.2% | 91 |
|
|
2013
Q2 | $306K | Buy |
+3,715
| New | +$306K | 0.26% | 80 |
|