Altium Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.86M | Buy |
|
|||||
|
2022
Q1 | $1.99M | Buy |
|
|||||
|
2021
Q4 | $1.58M | Buy |
|
|||||
|
2021
Q3 | $1.4M | Buy |
|
|||||
|
2021
Q2 | $1.47M | Buy |
|
|||||
|
2021
Q1 | $1.49M | Buy |
|
|||||
|
2020
Q4 | $1.11M | Buy |
|
|||||
|
2020
Q3 | $787K | Buy |
|
|||||
|
2020
Q2 | $651K | Sell |
|
|||||
|
2020
Q1 | $690K | Buy |
|
|||||
|
2019
Q4 | $613K | Buy |
|
|||||
|
2019
Q3 | $458K | Sell |
|
|||||
|
2019
Q2 | $513K | Sell |
|
|||||
|
2019
Q1 | $528K | Sell |
|
|||||
|
2018
Q4 | $499K | Buy |
|
|||||
|
2018
Q3 | $398K | Buy |
|
|||||
|
2018
Q2 | $344K | Buy |
|
|||||
|
2018
Q1 | $335K | Buy |
|
|||||
|
2017
Q4 | $311K | Buy |
|