LA
Lucus Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,416
| Closed | -$300K | – | 281 |
|
|
2015
Q4 | $300K | Buy |
+4,416
| New | +$300K | 0.18% | 252 |
|
|
2015
Q3 | – | Sell |
-5,874
| Closed | -$498K | – | 332 |
|
|
2015
Q2 | $498K | Sell |
5,874
-566
| -9% | -$48K | 0.24% | 160 |
|
|
2015
Q1 | $515K | Buy |
6,440
+1,690
| +36% | +$135K | 0.26% | 123 |
|
|
2014
Q4 | $435K | Buy |
+4,750
| New | +$435K | 0.19% | 246 |
|