Boston Financial Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $614K | Sell |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $648K | Hold |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $347K | Buy |
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|
2022
Q2 | $351K | Sell |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $565K | Sell |
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|
2021
Q3 | $549K | Buy |
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|
2021
Q2 | $566K | Hold |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $521K | Hold |
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|
2020
Q3 | $427K | Hold |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $675K | Buy |
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|
2019
Q3 | $545K | Buy |
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|
2019
Q2 | $401K | Sell |
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|
2019
Q1 | $422K | Buy |
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|
2018
Q4 | $374K | Buy |
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|
2018
Q3 | $445K | Sell |
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|
2018
Q2 | $398K | Hold |
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|
2018
Q1 | $432K | Sell |
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|
2017
Q4 | $520K | Hold |
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|
2017
Q3 | $412K | Hold |
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|
2017
Q2 | $355K | Buy |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $814K | Buy |
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|
2016
Q3 | $722K | Sell |
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|
2016
Q2 | $1.13M | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.63M | Sell |
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|
2015
Q3 | $1.79M | Sell |
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|
2015
Q2 | $4.57M | Sell |
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|
2015
Q1 | $5.22M | Sell |
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|
2014
Q4 | $6.86M | Sell |
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|
2014
Q3 | $7.79M | Buy |
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|
2014
Q2 | $7.96M | Buy |
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|
2014
Q1 | $7.12M | Buy |
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|
2013
Q4 | $6.43M | Buy |
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|
2013
Q3 | $5.88M | Buy |
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|
2013
Q2 | $4.79M | Buy |
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