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SKBA Capital Management’s Caterpillar CAT Stock Holding History

SKBA Capital 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
2017
Q1 		– Sell
-82,200
Closed -$7.62M – 72
2016
Q4 		$7.62M Sell
82,200
-25,700
-24% -$2.33M 0.9% 49
2016
Q3 		$9.58M Sell
107,900
-19,700
-15% -$1.61M 1.07% 44
2016
Q2 		$9.67M Sell
127,600
-1,300
-1% -$97.4K 0.95% 50
2016
Q1 		$9.87M Buy
128,900
+3,400
+3% +$228K 0.99% 48
2015
Q4 		$8.53M Sell
125,500
-2,500
-2% -$175K 0.87% 49
2015
Q3 		$8.37M Sell
128,000
-1,200
-0.9% -$91.8K 0.72% 48
2015
Q2 		$11M Sell
129,200
-4,800
-4% -$413K 0.86% 46
2015
Q1 		$10.7M Sell
134,000
-2,600
-2% -$216K 0.83% 43
2014
Q4 		$12.5M Buy
136,600
+500
+0.4% +$48.7K 0.96% 43
2014
Q3 		$13.5M Buy
136,100
+300
+0.2% +$31.8K 1.12% 40
2014
Q2 		$14.8M Buy
+135,800
New +$14.3M 1.31% 35

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