B. Riley 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 | $21.2K | Buy |
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|
2022
Q1 | $832K | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $1.94M | Buy |
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|
2019
Q4 | $887K | Buy |
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|
2019
Q3 | $555K | Buy |
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|
2019
Q2 | $390 | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.11M | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2016
Q1 | $241K | Sell |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $203K | Sell |
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|
2015
Q2 | $290K | Sell |
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|
2015
Q1 | $280K | Buy |
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|
2014
Q4 | $277K | Buy |
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|
2014
Q3 | $265K | Sell |
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|
2014
Q2 | $459K | Buy |
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|
2014
Q1 | $397K | Buy |
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