Schooner Investment Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $229K | Hold |
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|
2016
Q1 | $230K | Hold |
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|
2015
Q4 | $204K | Sell |
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|
2015
Q3 | $322K | Sell |
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|
2015
Q2 | $630K | Sell |
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|
2015
Q1 | $796K | Sell |
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|
2014
Q4 | $1.84M | Sell |
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|
2014
Q3 | $3.42M | Buy |
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|
2014
Q2 | $1.64M | Hold |
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|
2014
Q1 | $1.49M | Buy |
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|
2013
Q4 | $449K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.23M | Buy |
|