BerganKDV 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
Q2 | $111K | Sell |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $78K | Sell |
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|
2022
Q2 | $88K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $101K | Hold |
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|
2021
Q3 | $94K | Sell |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $90K | Sell |
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|
2020
Q4 | $72K | Buy |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $47K | Sell |
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|
2020
Q1 | $71K | Buy |
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|
2019
Q4 | $85K | Buy |
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|
2019
Q3 | $39K | Hold |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $41K | Hold |
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|
2018
Q4 | $39K | Hold |
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|
2018
Q3 | $47K | Sell |
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|
2018
Q2 | $42K | Buy |
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