BDO Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $351K | Hold |
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|
2022
Q4 | $367K | Sell |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $197K | Buy |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $148K | Buy |
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|
2019
Q4 | $37K | Sell |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $35K | Sell |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $74K | Buy |
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|
2018
Q1 | $72K | Buy |
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|
2017
Q4 | $5K | Buy |
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|
2017
Q3 | $3K | Sell |
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|
2017
Q2 | $51K | Buy |
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