NEAM
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New England Asset Management’s Caterpillar CAT Stock Holding History

New England Asset Management’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
2022
Q4 		– Sell
-1,221
Closed -$200K – 127
2022
Q3 		$200K Buy
+1,221
New +$223K ﹤0.01% 122
2021
Q4 		– Sell
-944
Closed -$181K – 174
2021
Q3 		$181K Buy
+944
New +$197K ﹤0.01% 153
2015
Q1 		– Sell
-2,840
Closed -$260K – 175
2014
Q4 		$260K Hold
2,840
– – 0.01% 122
2014
Q3 		$281K Hold
2,840
– – 0.01% 124
2014
Q2 		$309K Buy
+2,840
New +$298K 0.01% 128

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