NAM
NorthCoast Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.81M | Buy |
+9,422
| New | +$1.81M | 0.07% | 187 |
|
|
2018
Q1 | – | Sell |
-149,997
| Closed | -$23.6M | – | 175 |
|
|
2017
Q4 | $23.6M | Sell |
149,997
-9,560
| -6% | -$1.51M | 2.12% | 16 |
|
|
2017
Q3 | $19.9M | Sell |
159,557
-95,971
| -38% | -$12M | 2.34% | 14 |
|
|
2017
Q2 | $27.5M | Buy |
+255,528
| New | +$27.5M | 3.17% | 3 |
|