WAM
Wallington Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-140
| Closed | -$13K | – | 65 |
|
|
2014
Q4 | $13K | Hold |
140
| – | – | ﹤0.01% | 92 |
|
|
2014
Q3 | $14K | Hold |
140
| – | – | ﹤0.01% | 88 |
|
|
2014
Q2 | $15K | Hold |
140
| – | – | 0.01% | 86 |
|
|
2014
Q1 | $14K | Hold |
140
| – | – | ﹤0.01% | 96 |
|
|
2013
Q4 | $13K | Hold |
140
| – | – | ﹤0.01% | 79 |
|
|
2013
Q3 | $12K | Hold |
140
| – | – | ﹤0.01% | 80 |
|
|
2013
Q2 | $12K | Buy |
+140
| New | +$12K | 0.01% | 79 |
|