Shelter Insurance Profit Sharing’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $5.46M | Hold |
83,555
| – | – | 2.7% | 17 |
|
|
2015
Q2 | $7.09M | Hold |
83,555
| – | – | 3.04% | 13 |
|
|
2015
Q1 | $6.69M | Hold |
83,555
| – | – | 2.78% | 15 |
|
|
2014
Q4 | $7.65M | Hold |
83,555
| – | – | 3.01% | 13 |
|
|
2014
Q3 | $8.27M | Hold |
83,555
| – | – | 3.32% | 9 |
|
|
2014
Q2 | $9.09M | Hold |
83,555
| – | – | 3.53% | 6 |
|
|
2014
Q1 | $8.3M | Hold |
83,555
| – | – | 3.28% | 8 |
|
|
2013
Q4 | $7.59M | Hold |
83,555
| – | – | 3.17% | 7 |
|
|
2013
Q3 | $6.97M | Hold |
83,555
| – | – | 3.12% | 7 |
|
|
2013
Q2 | $6.89M | Buy |
+83,555
| New | +$6.89M | 3.11% | 9 |
|