Zions Trust National Association’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $57K | Buy |
620
+445
| +254% | +$40.9K | 0.08% | 79 |
|
|
2014
Q3 | $17K | Sell |
175
-100
| -36% | -$9.71K | 0.02% | 168 |
|
|
2014
Q2 | $30K | Sell |
275
-60
| -18% | -$6.55K | 0.04% | 115 |
|
|
2014
Q1 | $33K | Buy |
335
+100
| +43% | +$9.85K | 0.05% | 116 |
|
|
2013
Q4 | $21K | Buy |
235
+60
| +34% | +$5.36K | 0.03% | 136 |
|
|
2013
Q3 | $15K | Buy |
+175
| New | +$15K | 0.02% | 136 |
|