Adams Diversified Equity Fund’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20.6M | Hold |
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|
2022
Q1 | $25.6M | Hold |
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|
2021
Q4 | $23.8M | Hold |
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|
2021
Q3 | $22.1M | Sell |
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|
2021
Q2 | $27.6M | Hold |
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|
2021
Q1 | $29.4M | Hold |
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|
2020
Q4 | $23.1M | Buy |
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|
2020
Q3 | $14M | Hold |
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|
2020
Q2 | $11.9M | Hold |
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|
2020
Q1 | $10.9M | Hold |
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|
2019
Q4 | $13.9M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $14.9M | Sell |
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|
2018
Q2 | $18.9M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $9.26M | Sell |
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|
2013
Q3 | $10M | Hold |
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|
2013
Q2 | $9.9M | Buy |
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