WHV Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,409
| Closed | -$239K | – | 140 |
|
|
2014
Q3 | $239K | Sell |
2,409
-490
| -17% | -$48.6K | ﹤0.01% | 148 |
|
|
2014
Q2 | $315K | Sell |
2,899
-425
| -13% | -$46.2K | ﹤0.01% | 147 |
|
|
2014
Q1 | $330K | Sell |
3,324
-750
| -18% | -$74.5K | ﹤0.01% | 144 |
|
|
2013
Q4 | $370K | Sell |
4,074
-12,825
| -76% | -$1.16M | ﹤0.01% | 190 |
|
|
2013
Q3 | $1.41M | Sell |
16,899
-550
| -3% | -$45.9K | 0.01% | 181 |
|
|
2013
Q2 | $1.44M | Buy |
+17,449
| New | +$1.44M | 0.01% | 180 |
|