Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $757K | Hold |
|
|||||
|
2023
Q4 | $611K | Buy |
|
|||||
|
2023
Q3 | $564K | Buy |
|
|||||
|
2023
Q2 | $508K | Buy |
|
|||||
|
2023
Q1 | $374K | Sell |
|
|||||
|
2022
Q4 | $397K | Buy |
|
|||||
|
2022
Q3 | $272K | Sell |
|
|||||
|
2022
Q2 | $296K | Buy |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $344K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $40K | Hold |
|
|||||
|
2020
Q4 | $32K | Hold |
|
|||||
|
2020
Q3 | $26K | Sell |
|
|||||
|
2020
Q2 | $39K | Sell |
|
|||||
|
2020
Q1 | $48K | Sell |
|
|||||
|
2019
Q4 | $75K | Buy |
|