Robert Millen - Jensen Investment Management Inc
Holding/activity history for Caterpillar Inc. (CAT)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2016 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2016 Q2 | 5,700 | 0.01 | Reduce 3.55% | <0.01 | $75.79 | $432,000 | SEC |
| 2016 Q1 | 5,910 | 0.01 | Add 3.68% | <0.01 | $76.48 | $452,000 | SEC |
| 2015 Q4 | 5,700 | 0.01 | Reduce 2.90% | <0.01 | $67.89 | $387,000 | SEC |
| 2015 Q3 | 5,870 | 0.01 | Add 1.38% | <0.01 | $65.42 | $384,000 | SEC |
| 2015 Q2 | 5,790 | 0.01 | Reduce 12.41% | <0.01 | $84.80 | $491,000 | SEC |
| 2015 Q1 | 6,610 | 0.01 | Add 33.27% | <0.01 | $80.03 | $529,000 | SEC |
| 2014 Q4 | 4,960 | 0.01 | Add 6.90% | <0.01 | $91.53 | $454,000 | SEC |
| 2014 Q3 | 4,640 | 0.01 | Add 6.42% | <0.01 | $98.92 | $459,000 | SEC |
| 2014 Q2 | 4,360 | 0.01 | Reduce 19.85% | <0.01 | $108.72 | $474,000 | SEC |
| 2014 Q1 | 5,440 | 0.01 | Reduce 9.93% | <0.01 | $99.45 | $541,000 | SEC |
| 2013 Q4 | 6,040 | 0.01 | Add 12.69% | <0.01 | $90.73 | $548,000 | SEC |
| 2013 Q3 | 5,360 | 0.01 | Add 21.27% | <0.01 | $83.40 | $447,000 | SEC |
| 2013 Q2 | 4,420 | 0.01 | Buy | 0.01 | $82.58 | $365,000 | SEC |
| 2009 Q1 | 0 | 0.00 | Sell 100.00% | SEC | |||
| 2008 Q4 | 34 | 0.00 | Buy | $58.82 | $2,000 | SEC |