Bourgeon Capital 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
Q4 | – | Sell |
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|
2023
Q3 | $5.66M | Sell |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $9.38M | Sell |
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $6.87M | Buy |
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|
2022
Q2 | $7.04M | Buy |
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|
2022
Q1 | $4.31M | Buy |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $267K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Buy |
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