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Montag & Caldwell’s Caterpillar CAT Stock Holding History

Montag & Caldwell’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,100
Closed -$208K – 112
2014
Q3 		$208K Hold
2,100
– – ﹤0.01% 104
2014
Q2 		$228K Hold
2,100
– – ﹤0.01% 96
2014
Q1 		$209K Buy
+2,100
New +$209K ﹤0.01% 100