Winifred I. Li’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $48K | Hold |
525
| – | – | 0.05% | 289 |
|
|
2014
Q3 | $52K | Hold |
525
| – | – | 0.05% | 281 |
|
|
2014
Q2 | $57K | Hold |
525
| – | – | 0.05% | 277 |
|
|
2014
Q1 | $52K | Hold |
525
| – | – | 0.05% | 279 |
|
|
2013
Q4 | $48K | Hold |
525
| – | – | 0.04% | 284 |
|
|
2013
Q3 | $44K | Sell |
525
-685
| -57% | -$57.4K | 0.04% | 281 |
|
|
2013
Q2 | $100K | Buy |
+1,210
| New | +$100K | 0.09% | 180 |
|