Parasol Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-415
| Closed | -$38K | – | 99 |
|
|
2016
Q4 | $38K | Hold |
415
| – | – | 0.04% | 107 |
|
|
2016
Q3 | $37K | Hold |
415
| – | – | 0.04% | 111 |
|
|
2016
Q2 | $31K | Hold |
415
| – | – | 0.03% | 117 |
|
|
2016
Q1 | $32K | Hold |
415
| – | – | 0.03% | 111 |
|
|
2015
Q4 | $28K | Hold |
415
| – | – | 0.03% | 110 |
|
|
2015
Q3 | $27K | Sell |
415
-1,265
| -75% | -$82.3K | 0.02% | 116 |
|
|
2015
Q2 | $142K | Buy |
1,680
+1,510
| +888% | +$128K | 0.1% | 70 |
|
|
2015
Q1 | $14K | Hold |
170
| – | – | 0.01% | 183 |
|
|
2014
Q4 | $16K | Hold |
170
| – | – | 0.01% | 191 |
|
|
2014
Q3 | $17K | Hold |
170
| – | – | 0.01% | 172 |
|
|
2014
Q2 | $18K | Hold |
170
| – | – | 0.01% | 170 |
|
|
2014
Q1 | $17K | Hold |
170
| – | – | 0.01% | 153 |
|
|
2013
Q4 | $15K | Buy |
+170
| New | +$15K | 0.01% | 161 |
|