Yorkville Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,900
| Closed | -$330K | – | 47 |
|
|
2015
Q2 | $330K | Hold |
3,900
| – | – | 0.23% | 39 |
|
|
2015
Q1 | $312K | Hold |
3,900
| – | – | 0.21% | 36 |
|
|
2014
Q4 | $357K | Hold |
3,900
| – | – | 0.25% | 35 |
|
|
2014
Q3 | $386K | Hold |
3,900
| – | – | 0.22% | 41 |
|
|
2014
Q2 | $423K | Hold |
3,900
| – | – | 0.26% | 39 |
|
|
2014
Q1 | $387K | Hold |
3,900
| – | – | 0.3% | 40 |
|
|
2013
Q4 | $354K | Sell |
3,900
-300
| -7% | -$27.2K | 0.28% | 40 |
|
|
2013
Q3 | $350K | Buy |
4,200
+1,200
| +40% | +$100K | 0.31% | 38 |
|
|
2013
Q2 | $247K | Buy |
+3,000
| New | +$247K | 0.23% | 45 |
|