South Georgia Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,100
| Closed | -$93K | – | 199 |
|
|
2015
Q2 | $93K | Hold |
1,100
| – | – | 0.19% | 50 |
|
|
2015
Q1 | $88K | Buy |
+1,100
| New | +$88K | 0.17% | 57 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$65K | – | 197 |
|
|
2014
Q2 | $65K | Sell |
600
-18,300
| -97% | -$1.98M | 0.08% | 86 |
|
|
2014
Q1 | $1.88M | Sell |
18,900
-20,200
| -52% | -$2.01M | 1.6% | 21 |
|
|
2013
Q4 | $3.55M | Buy |
+39,100
| New | +$3.55M | 2.2% | 14 |
|