Bedell Frazier Investment Counselling’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-49,240
| Closed | -$6.22M | – | 51 |
|
|
2019
Q4 | $6.22M | Hold |
49,240
| – | – | 2.49% | 17 |
|
|
2019
Q3 | $6.22M | Sell |
49,240
-990
| -2% | -$125K | 2.42% | 17 |
|
|
2019
Q2 | $6.85M | Sell |
50,230
-1,290
| -3% | -$176K | 2.49% | 19 |
|
|
2019
Q1 | $6.98M | Sell |
51,520
-550
| -1% | -$74.5K | 2.76% | 15 |
|
|
2018
Q4 | $6.62M | Sell |
52,070
-6,795
| -12% | -$864K | 2.81% | 14 |
|
|
2018
Q3 | $8.98M | Buy |
+58,865
| New | +$8.98M | 2.48% | 14 |
|
|
2013
Q3 | – | Sell |
-62,693
| Closed | -$5.41M | – | 54 |
|
|
2013
Q2 | $5.41M | Buy |
+62,693
| New | +$5.41M | 2.69% | 11 |
|