ARS Wealth 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
Q2 | $206K | Sell |
|
|||||
|
2021
Q1 | $254K | Sell |
|
|||||
|
2020
Q4 | $222K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $524K | Sell |
|
|||||
|
2019
Q3 | $512K | Hold |
|
|||||
|
2019
Q2 | $552K | Buy |
|
|||||
|
2019
Q1 | $481K | Sell |
|
|||||
|
2018
Q4 | $579K | Buy |
|
|||||
|
2018
Q3 | $688K | Hold |
|
|||||
|
2018
Q2 | $612K | Sell |
|
|||||
|
2018
Q1 | $702K | Sell |
|
|||||
|
2017
Q4 | $894K | Sell |
|
|||||
|
2017
Q3 | $772K | Buy |
|
|||||
|
2017
Q2 | $357K | Buy |
|
|||||
|
2017
Q1 | $308K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $241K | Sell |
|
|||||
|
2014
Q1 | $231K | Sell |
|
|||||
|
2013
Q4 | $218K | Buy |
|