Stanley-Laman Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,286
| Closed | -$328K | – | 265 |
|
|
2016
Q1 | $328K | Sell |
4,286
-222
| -5% | -$17K | 0.06% | 203 |
|
|
2015
Q4 | $306K | Sell |
4,508
-66
| -1% | -$4.48K | 0.05% | 267 |
|
|
2015
Q3 | $299K | Sell |
4,574
-4,115
| -47% | -$269K | 0.06% | 248 |
|
|
2015
Q2 | $737K | Buy |
8,689
+137
| +2% | +$11.6K | 0.14% | 167 |
|
|
2015
Q1 | $684K | Buy |
8,552
+3,630
| +74% | +$290K | 0.13% | 175 |
|
|
2014
Q4 | $451K | Sell |
4,922
-693
| -12% | -$63.5K | 0.09% | 226 |
|
|
2014
Q3 | $556K | Hold |
5,615
| – | – | 0.11% | 189 |
|
|
2014
Q2 | $610K | Hold |
5,615
| – | – | 0.11% | 178 |
|
|
2014
Q1 | $558K | Buy |
+5,615
| New | +$558K | 0.1% | 187 |
|