VSR Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $2.65M | Sell |
34,950
-3,000
| -8% | -$227K | 0.44% | 64 |
|
|
2016
Q1 | $2.91M | Buy |
37,950
+532
| +1% | +$40.7K | 0.31% | 88 |
|
|
2015
Q4 | $2.54M | Sell |
37,418
-4,843
| -11% | -$329K | 0.27% | 95 |
|
|
2015
Q3 | $2.76M | Buy |
42,261
+4,205
| +11% | +$275K | 0.31% | 80 |
|
|
2015
Q2 | $3.23M | Buy |
38,056
+2,763
| +8% | +$234K | 0.34% | 73 |
|
|
2015
Q1 | $2.82M | Buy |
35,293
+12,794
| +57% | +$1.02M | 0.3% | 80 |
|
|
2014
Q4 | $2.06M | Sell |
22,499
-114
| -0.5% | -$10.4K | 0.23% | 112 |
|
|
2014
Q3 | $2.24M | Buy |
22,613
+606
| +3% | +$60K | 0.27% | 85 |
|
|
2014
Q2 | $2.39M | Buy |
22,007
+16,713
| +316% | +$1.82M | 0.3% | 83 |
|
|
2014
Q1 | $526K | Sell |
5,294
-517
| -9% | -$51.4K | 0.07% | 316 |
|
|
2013
Q4 | $528K | Sell |
5,811
-30,977
| -84% | -$2.81M | 0.08% | 301 |
|
|
2013
Q3 | $3.07M | Sell |
36,788
-1,380
| -4% | -$115K | 0.53% | 44 |
|
|
2013
Q2 | $3.15M | Buy |
+38,168
| New | +$3.15M | 0.62% | 37 |
|