Stifel Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.73M | Sell |
27,575
-932
| -3% | -$92.3K | 0.52% | 71 |
|
|
2014
Q2 | $3.1M | Buy |
28,507
+82
| +0.3% | +$8.91K | 0.58% | 67 |
|
|
2014
Q1 | $2.83M | Sell |
28,425
-2,663
| -9% | -$265K | 0.53% | 69 |
|
|
2013
Q4 | $2.82M | Sell |
31,088
-1,450
| -4% | -$132K | 0.53% | 71 |
|
|
2013
Q3 | $2.71M | Hold |
32,538
| – | – | 0.54% | 69 |
|
|
2013
Q2 | $2.69M | Buy |
+32,538
| New | +$2.69M | 0.56% | 67 |
|