Rockefeller Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $13K | Hold |
80
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $10K | Hold |
80
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $9K | Hold |
80
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 448 |
|
|
2016
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 475 |
|
|
2016
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 434 |
|
|
2016
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 448 |
|
|
2016
Q1 | $6K | Hold |
80
| – | – | ﹤0.01% | 553 |
|
|
2015
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 505 |
|
|
2015
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 490 |
|
|
2015
Q2 | $7K | Sell |
80
-160
| -67% | -$14K | ﹤0.01% | 438 |
|
|
2015
Q1 | $19K | Sell |
240
-50
| -17% | -$3.96K | ﹤0.01% | 462 |
|
|
2014
Q4 | $27K | Buy |
290
+210
| +263% | +$19.6K | ﹤0.01% | 412 |
|
|
2014
Q3 | $8K | Sell |
80
-50
| -38% | -$5K | ﹤0.01% | 452 |
|
|
2014
Q2 | $14K | Sell |
130
-28
| -18% | -$3.02K | ﹤0.01% | 501 |
|
|
2014
Q1 | $16K | Buy |
158
+78
| +98% | +$7.9K | ﹤0.01% | 465 |
|
|
2013
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 463 |
|
|
2013
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 470 |
|
|
2013
Q2 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 469 |
|