Polar Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-21,739
| Closed | -$3.21M | – | 293 |
|
|
2019
Q4 | $3.21M | Sell |
21,739
-19,258
| -47% | -$2.84M | 0.03% | 249 |
|
|
2019
Q3 | $5.18M | Buy |
40,997
+4,744
| +13% | +$599K | 0.05% | 227 |
|
|
2019
Q2 | $4.94M | Hold |
36,253
| – | – | 0.04% | 230 |
|
|
2019
Q1 | $4.91M | Hold |
36,253
| – | – | 0.05% | 215 |
|
|
2018
Q4 | $4.61M | Buy |
36,253
+5,261
| +17% | +$669K | 0.05% | 213 |
|
|
2018
Q3 | $4.73M | Hold |
30,992
| – | – | 0.04% | 218 |
|
|
2018
Q2 | $4.21K | Hold |
30,992
| – | – | 0.03% | 225 |
|
|
2018
Q1 | $4.57M | Buy |
+30,992
| New | +$4.57M | 0.05% | 216 |
|