London Company of Virginia’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,590
| Closed | -$220K | – | 139 |
|
|
2015
Q2 | $220K | Sell |
2,590
-400
| -13% | -$34K | ﹤0.01% | 134 |
|
|
2015
Q1 | $239K | Hold |
2,990
| – | – | ﹤0.01% | 131 |
|
|
2014
Q4 | $274K | Hold |
2,990
| – | – | ﹤0.01% | 115 |
|
|
2014
Q3 | $296K | Buy |
2,990
+400
| +15% | +$39.6K | ﹤0.01% | 107 |
|
|
2014
Q2 | $281K | Hold |
2,590
| – | – | ﹤0.01% | 102 |
|
|
2014
Q1 | $257K | Buy |
+2,590
| New | +$257K | ﹤0.01% | 96 |
|