SHA
Smith Hayes Advisers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.08M | Sell |
14,126
-789
| -5% | -$60.4K | 0.22% | 124 |
|
|
2015
Q4 | $1.01M | Sell |
14,915
-1,935
| -11% | -$132K | 0.21% | 129 |
|
|
2015
Q3 | $1.1M | Buy |
16,850
+607
| +4% | +$39.7K | 0.24% | 118 |
|
|
2015
Q2 | $1.38M | Buy |
16,243
+231
| +1% | +$19.6K | 0.27% | 109 |
|
|
2015
Q1 | $1.28M | Buy |
16,012
+1,235
| +8% | +$98.8K | 0.25% | 114 |
|
|
2014
Q4 | $1.35M | Buy |
14,777
+3,078
| +26% | +$282K | 0.28% | 106 |
|
|
2014
Q3 | $1.16M | Buy |
11,699
+32
| +0.3% | +$3.17K | 0.27% | 108 |
|
|
2014
Q2 | $1.27M | Sell |
11,667
-46
| -0.4% | -$5K | 0.3% | 104 |
|
|
2014
Q1 | $1.16M | Buy |
11,713
+88
| +0.8% | +$8.75K | 0.29% | 108 |
|
|
2013
Q4 | $1.06M | Buy |
11,625
+370
| +3% | +$33.6K | 0.35% | 90 |
|
|
2013
Q3 | $939K | Sell |
11,255
-1,928
| -15% | -$161K | 0.36% | 89 |
|
|
2013
Q2 | $1.09M | Buy |
+13,183
| New | +$1.09M | 0.45% | 75 |
|