Alera Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $601K | Sell |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $795K | Buy |
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|
2023
Q1 | $709K | Buy |
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|
2022
Q4 | $732K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $239K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $26K | Buy |
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