Balasa Dinverno & Foltz’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 | – | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $368K | Hold |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $311K | Sell |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $374K | Buy |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $376K | Sell |
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|
2018
Q2 | $338K | Sell |
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|
2018
Q1 | $517K | Sell |
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|
2017
Q4 | $562K | Hold |
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|
2017
Q3 | $445K | Sell |
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|
2017
Q2 | $385K | Sell |
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|
2017
Q1 | $343K | Sell |
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|
2016
Q4 | $443K | Buy |
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|
2016
Q3 | $384K | Sell |
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|
2016
Q2 | $335K | Sell |
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|
2016
Q1 | $342K | Sell |
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|
2015
Q4 | $784K | Buy |
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|
2015
Q3 | $542K | Buy |
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|
2015
Q2 | $655K | Buy |
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|
2015
Q1 | $434K | Sell |
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|
2014
Q4 | $611K | Sell |
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|
2014
Q3 | $676K | Buy |
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|
2014
Q2 | $721K | Sell |
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|
2014
Q1 | $693K | Buy |
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|
2013
Q4 | $632K | Sell |
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|
2013
Q3 | $645K | Sell |
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|
2013
Q2 | $642K | Buy |
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