Sterne Agee Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $826K | Sell |
10,147
-1,015
| -9% | -$82.6K | 0.12% | 217 |
|
|
2014
Q4 | $1.02M | Buy |
11,162
+70
| +0.6% | +$6.41K | 0.16% | 184 |
|
|
2014
Q3 | $1.11M | Sell |
11,092
-207
| -2% | -$20.7K | 0.18% | 169 |
|
|
2014
Q2 | $1.23M | Buy |
+11,299
| New | +$1.23M | 0.21% | 162 |
|
|
2013
Q4 | – | Sell |
-3,367
| Closed | -$281K | – | 219 |
|
|
2013
Q3 | $281K | Sell |
3,367
-10,345
| -75% | -$863K | 0.11% | 189 |
|
|
2013
Q2 | $1.13M | Buy |
+13,712
| New | +$1.13M | 0.4% | 71 |
|