Stevens First Principles Investment Advisors’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-900
Closed -$82K 204
2013
Q4
$82K Buy
900
+799
+791% +$72.8K 0.05% 124
2013
Q3
$8K Buy
+101
New +$8K ﹤0.01% 182