Strategic Capital Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$264K Sell
2014
Q1
$2.43M Buy
2013
Q4
$221K Hold
2013
Q3
$203K Sell
2013
Q2
$245K Buy