SEI Trust Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.39M | Sell |
24,095
-17,565
| -42% | -$1.74M | 0.02% | 593 |
|
|
2014
Q2 | $4.53M | Buy |
41,660
+5,512
| +15% | +$599K | 0.04% | 446 |
|
|
2014
Q1 | $3.59M | Buy |
36,148
+2,263
| +7% | +$225K | 0.04% | 492 |
|
|
2013
Q4 | $3.08M | Buy |
33,885
+5,840
| +21% | +$530K | 0.03% | 561 |
|
|
2013
Q3 | $2.34M | Buy |
28,045
+18,764
| +202% | +$1.56M | 0.03% | 608 |
|
|
2013
Q2 | $766K | Buy |
+9,281
| New | +$766K | 0.01% | 813 |
|