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Shikiar Asset Management’s Caterpillar CAT Stock Holding History

Shikiar Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-2,825
Closed -$226K – 101
2015
Q1 		$226K Sell
2,825
-1,000
-26% -$83.1K 0.1% 93
2014
Q4 		$350K Buy
3,825
+100
+3% +$9.73K 0.16% 84
2014
Q3 		$369K Sell
3,725
-2,950
-44% -$313K 0.16% 85
2014
Q2 		$725K Sell
6,675
-500
-7% -$52.5K 0.3% 66
2014
Q1 		$713K Sell
7,175
-1,300
-15% -$123K 0.31% 65
2013
Q4 		$770K Sell
8,475
-9,475
-53% -$809K 0.33% 58
2013
Q3 		$1.5M Sell
17,950
-32,400
-64% -$2.74M 0.74% 41
2013
Q2 		$4.15M Buy
+50,350
New +$4.28M 2.07% 21

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