Bingham Osborn & Scarborough’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $263K | Sell |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $380K | Buy |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $357K | Sell |
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|
2019
Q2 | $409K | Buy |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | $287K | Sell |
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|
2018
Q3 | $351K | Sell |
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|
2018
Q2 | $315K | Buy |
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|
2018
Q1 | $330K | Buy |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $277K | Sell |
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|
2017
Q2 | $250K | Buy |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $214K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $224K | Hold |
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|
2015
Q1 | $212K | Buy |
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|
2014
Q4 | $242K | Hold |
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|
2014
Q3 | $262K | Buy |
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|
2014
Q2 | $263K | Hold |
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|
2014
Q1 | $240K | Buy |
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