New England Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $132K | Sell |
1,439
-459
| -24% | -$42.1K | 0.05% | 357 |
|
|
2014
Q3 | $188K | Sell |
1,898
-171
| -8% | -$16.9K | 0.07% | 295 |
|
|
2014
Q2 | $225K | Buy |
2,069
+348
| +20% | +$37.8K | 0.08% | 278 |
|
|
2014
Q1 | $171K | Sell |
1,721
-356
| -17% | -$35.4K | 0.07% | 284 |
|
|
2013
Q4 | $189K | Sell |
2,077
-217
| -9% | -$19.7K | 0.08% | 271 |
|
|
2013
Q3 | $191K | Buy |
2,294
+24
| +1% | +$2K | 0.1% | 229 |
|
|
2013
Q2 | $187K | Buy |
+2,270
| New | +$187K | 0.12% | 187 |
|