Park Avenue Institutional Advisers’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-3,668
| Closed | -$278K | – | 73 |
|
|
2016
Q2 | $278K | Hold |
3,668
| – | – | 0.24% | 100 |
|
|
2016
Q1 | $281K | Sell |
3,668
-103
| -3% | -$7.89K | 0.24% | 100 |
|
|
2015
Q4 | $256K | Sell |
3,771
-243
| -6% | -$16.5K | 0.22% | 109 |
|
|
2015
Q3 | $262K | Sell |
4,014
-74
| -2% | -$4.83K | 0.23% | 105 |
|
|
2015
Q2 | $347K | Buy |
+4,088
| New | +$347K | 0.28% | 88 |
|