Wood Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $11.4M | Sell |
115,332
-5,650
| -5% | -$560K | 1.71% | 26 |
|
2014
Q2 | $13.1M | Sell |
120,982
-1,975
| -2% | -$215K | 1.96% | 24 |
|
2014
Q1 | $12.2M | Sell |
122,957
-2,061
| -2% | -$205K | 1.98% | 23 |
|
2013
Q4 | $11.4M | Sell |
125,018
-1,295
| -1% | -$118K | 1.79% | 22 |
|
2013
Q3 | $10.5M | Sell |
126,313
-1,210
| -0.9% | -$101K | 1.89% | 22 |
|
2013
Q2 | $10.5M | Buy |
+127,523
| New | +$10.5M | 1.95% | 22 |
|