Trevor, Stewart, Burton & Jacobsen’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$3.08M Buy
2015
Q3
$2.06M Buy
2015
Q2
$2.65M Buy
2013
Q4
Sell
2013
Q3
$242K Sell
2013
Q2
$256K Buy