Monroe Bank & Trust’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 |
-300
| Closed | -$25K | – | 315 |
|
|
2015
Q2 | $25K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2015
Q1 | $24K | Buy |
+300
| New | +$24K | 0.01% | 214 |
|
|
2013
Q4 | – | Sell |
-45
| Closed | -$4K | – | 292 |
|
|
2013
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 278 |
|
|
2013
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 264 |
|