MWR
McAdams Wright Ragen’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.03M | Sell |
10,381
-4,668
| -31% | -$462K | 0.06% | 198 |
|
|
2014
Q2 | $1.64M | Sell |
15,049
-937
| -6% | -$102K | 0.09% | 158 |
|
|
2014
Q1 | $1.59M | Buy |
15,986
+1,048
| +7% | +$104K | 0.1% | 149 |
|
|
2013
Q4 | $1.36M | Buy |
14,938
+1,874
| +14% | +$170K | 0.09% | 162 |
|
|
2013
Q3 | $1.09M | Buy |
13,064
+878
| +7% | +$73.3K | 0.09% | 154 |
|
|
2013
Q2 | $1.01M | Buy |
+12,186
| New | +$1.01M | 0.08% | 170 |
|