Berman Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $628K | Buy |
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|
2021
Q2 | $652K | Buy |
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|
2021
Q1 | $606K | Buy |
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|
2020
Q4 | $418K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | $54K | Buy |
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|
2019
Q3 | $43K | Sell |
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|
2019
Q2 | $78K | Sell |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $61K | Buy |
|