MBA
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McQueen Ball & Associates’s Caterpillar CAT Stock Holding History

McQueen Ball & Associates’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-17,836
Closed -$1.65M – 105
2016
Q4 		$1.65M Sell
17,836
-1,044
-6% -$94.6K 1.1% 35
2016
Q3 		$1.68M Sell
18,880
-99
-0.5% -$8.1K 1.14% 36
2016
Q2 		$1.44M Buy
18,979
+556
+3% +$41.7K 1.02% 40
2016
Q1 		$1.41M Buy
18,423
+101
+0.6% +$6.77K 1.04% 39
2015
Q4 		$1.25M Buy
+18,322
New +$1.28M 1.13% 34

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