MU Investments Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$64K | – | 206 |
|
|
2015
Q3 | $64K | Sell |
1,000
-600
| -38% | -$38.4K | 0.03% | 245 |
|
|
2015
Q2 | $136K | Hold |
1,600
| – | – | 0.06% | 215 |
|
|
2015
Q1 | $130K | Hold |
1,600
| – | – | 0.06% | 217 |
|
|
2014
Q4 | $151K | Hold |
1,600
| – | – | 0.07% | 211 |
|
|
2014
Q3 | $160K | Sell |
1,600
-100
| -6% | -$10K | 0.08% | 208 |
|
|
2014
Q2 | $185K | Buy |
1,700
+700
| +70% | +$76.2K | 0.08% | 213 |
|
|
2014
Q1 | $99K | Hold |
1,000
| – | – | 0.05% | 240 |
|
|
2013
Q4 | $91K | Hold |
1,000
| – | – | 0.04% | 244 |
|
|
2013
Q3 | $84K | Hold |
1,000
| – | – | 0.04% | 236 |
|
|
2013
Q2 | $83K | Buy |
+1,000
| New | +$83K | 0.04% | 237 |
|