Adams Asset Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9.67M | Hold |
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|
2021
Q1 | $10.3M | Sell |
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|
2020
Q4 | $9.1M | Sell |
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|
2020
Q3 | $7.52M | Buy |
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|
2020
Q2 | $6.26M | Hold |
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|
2020
Q1 | $5.74M | Sell |
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|
2019
Q4 | $7.62M | Sell |
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|
2019
Q3 | $6.92M | Sell |
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|
2019
Q2 | $7.56M | Sell |
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|
2019
Q1 | $7.57M | Hold |
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|
2018
Q4 | $7.1M | Sell |
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|
2018
Q3 | $8.65M | Buy |
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|
2018
Q2 | $7.5M | Hold |
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|
2018
Q1 | $8.14M | Sell |
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|
2017
Q4 | $8.71M | Sell |
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|
2017
Q3 | $7.91M | Sell |
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|
2017
Q2 | $7.09M | Sell |
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|
2017
Q1 | $6.53M | Sell |
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|
2016
Q4 | $7.24M | Sell |
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|
2016
Q3 | $7.21M | Sell |
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|
2016
Q2 | $6.25M | Buy |
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|
2016
Q1 | $5.8M | Hold |
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|
2015
Q4 | $5.15M | Buy |
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|
2015
Q3 | $4.95M | Sell |
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|
2015
Q2 | $6.54M | Buy |
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|
2015
Q1 | $5.89M | Buy |
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