MIM
Midwest Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-14,110
| Closed | -$1.29M | – | 53 |
|
|
2014
Q4 | $1.29M | Sell |
14,110
-100
| -0.7% | -$9.15K | 0.94% | 41 |
|
|
2014
Q3 | $1.41M | Sell |
14,210
-370
| -3% | -$36.6K | 1.05% | 36 |
|
|
2014
Q2 | $1.58M | Sell |
14,580
-10,360
| -42% | -$1.13M | 1.16% | 36 |
|
|
2014
Q1 | $2.48M | Sell |
24,940
-450
| -2% | -$44.7K | 1.85% | 27 |
|
|
2013
Q4 | $2.31M | Buy |
25,390
+800
| +3% | +$72.6K | 1.72% | 29 |
|
|
2013
Q3 | $2.05M | Sell |
24,590
-95
| -0.4% | -$7.92K | 1.72% | 31 |
|
|
2013
Q2 | $2.04M | Buy |
+24,685
| New | +$2.04M | 2.07% | 27 |
|