Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $240K | Buy |
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|
2023
Q2 | $181K | Buy |
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|
2023
Q1 | $46.6K | Buy |
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|
2022
Q4 | $48K | Sell |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $45K | Buy |
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|
2021
Q3 | $41K | Buy |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $5K | Sell |
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|
2019
Q4 | $37K | Buy |
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|
2019
Q3 | $31K | Sell |
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|
2019
Q2 | $51K | Buy |
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|
2019
Q1 | $46K | Buy |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $79K | Buy |
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|
2018
Q2 | $50K | Buy |
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|
2018
Q1 | $25K | Sell |
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|
2017
Q4 | $41K | Hold |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $18K | Sell |
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|
2017
Q1 | $53K | Buy |
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|
2016
Q4 | $16K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $217K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $165K | Buy |
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