Lilley & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $1.27M | Buy |
11,643
+260
| +2% | +$28.3K | 0.56% | 47 |
|
|
2014
Q1 | $1.13M | Sell |
11,383
-275
| -2% | -$27.3K | 0.52% | 50 |
|
|
2013
Q4 | $1.06M | Sell |
11,658
-1,067
| -8% | -$96.8K | 0.49% | 52 |
|
|
2013
Q3 | $1.06M | Sell |
12,725
-1,230
| -9% | -$103K | 0.56% | 48 |
|
|
2013
Q2 | $1.15M | Buy |
+13,955
| New | +$1.15M | 0.63% | 47 |
|