Bartlett & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $489K | Buy |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $427K | Buy |
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|
2020
Q3 | $293K | Hold |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q3 | $326K | Buy |
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|
2019
Q2 | $34K | Buy |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $14K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $43K | Sell |
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|
2017
Q1 | $38K | Sell |
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|
2016
Q4 | $279K | Hold |
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|
2016
Q3 | $267K | Hold |
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|
2016
Q2 | $228K | Hold |
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|
2016
Q1 | $231K | Hold |
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|
2015
Q4 | $205K | Hold |
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|
2015
Q3 | $197K | Hold |
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|
2015
Q2 | $255K | Sell |
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|
2015
Q1 | $261K | Sell |
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|
2014
Q4 | $306K | Buy |
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|
2014
Q3 | $328K | Hold |
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|
2014
Q2 | $360K | Sell |
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|
2014
Q1 | $346K | Buy |
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|
2013
Q4 | $310K | Sell |
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|
2013
Q3 | $290K | Buy |
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|
2013
Q2 | $284K | Buy |
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