Brewin Dolphin Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $265K | Hold |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $322K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $218K | Hold |
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|
2020
Q3 | $179K | Hold |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $139K | Hold |
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|
2019
Q4 | $177K | Sell |
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|
2019
Q3 | $164K | Buy |
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|
2019
Q2 | $164K | Hold |
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|
2019
Q1 | $163K | Sell |
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|
2018
Q4 | $184K | Buy |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $178K | Hold |
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|
2018
Q1 | $194K | Hold |
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|
2017
Q4 | $207K | Hold |
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|
2017
Q3 | $164K | Buy |
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