Biechele Royce Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.16M | Sell |
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|
2024
Q2 | $6.41M | Sell |
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|
2024
Q1 | $7.36M | Sell |
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|
2023
Q4 | $6.52M | Buy |
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|
2023
Q3 | $6.01M | Sell |
|
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|
2023
Q2 | $5.51M | Sell |
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|
2023
Q1 | $5.32M | Sell |
|
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|
2022
Q4 | $5.82M | Sell |
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|
2022
Q3 | $4.06M | Buy |
|
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|
2022
Q2 | $4.34M | Sell |
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|
2022
Q1 | $5.44M | Buy |
|
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|
2021
Q4 | $4.62M | Sell |
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|
2021
Q3 | $4.34M | Sell |
|
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|
2021
Q2 | $4.96M | Buy |
|
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|
2021
Q1 | $5.26M | Sell |
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|
2020
Q4 | $4.16M | Sell |
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|
2020
Q3 | $3.51M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.77M | Buy |
|