Placemark Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3.21M | Sell |
35,041
-9,285
| -21% | -$850K | 0.06% | 409 |
|
|
2014
Q3 | $4.39M | Buy |
44,326
+2,095
| +5% | +$207K | 0.08% | 300 |
|
|
2014
Q2 | $4.59M | Buy |
42,231
+9,249
| +28% | +$1M | 0.08% | 298 |
|
|
2014
Q1 | $3.27M | Sell |
32,982
-22,816
| -41% | -$2.26M | 0.06% | 371 |
|
|
2013
Q4 | $5.07M | Buy |
55,798
+6,145
| +12% | +$558K | 0.08% | 277 |
|
|
2013
Q3 | $4.14M | Buy |
49,653
+4,643
| +10% | +$387K | 0.08% | 304 |
|
|
2013
Q2 | $3.71M | Buy |
+45,010
| New | +$3.71M | 0.08% | 298 |
|