Brian C. Broderick’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,784
| Closed | -$564K | – | 78 |
|
|
2020
Q3 | $564K | Sell |
3,784
-40
| -1% | -$5.62K | 0.18% | 58 |
|
|
2020
Q2 | $484K | Hold |
3,824
| – | – | 0.16% | 64 |
|
|
2020
Q1 | $444K | Hold |
3,824
| – | – | 0.18% | 58 |
|
|
2019
Q4 | $564K | Sell |
3,824
-10
| -0.3% | -$1.4K | 0.18% | 59 |
|
|
2019
Q3 | $484K | Hold |
3,834
| – | – | 0.17% | 63 |
|
|
2019
Q2 | $522K | Sell |
3,834
-40
| -1% | -$5.29K | 0.18% | 61 |
|
|
2019
Q1 | $525K | Buy |
3,874
+676
| +21% | +$89.8K | 0.19% | 62 |
|
|
2018
Q4 | $406K | Buy |
3,198
+174
| +6% | +$22.6K | 0.17% | 64 |
|
|
2018
Q3 | $461K | Hold |
3,024
| – | – | 0.16% | 66 |
|
|
2018
Q2 | $410K | Hold |
3,024
| – | – | 0.15% | 69 |
|
|
2018
Q1 | $446K | Hold |
3,024
| – | – | 0.17% | 67 |
|
|
2017
Q4 | $477K | Hold |
3,024
| – | – | 0.17% | 66 |
|
|
2017
Q3 | $377K | Hold |
3,024
| – | – | 0.14% | 75 |
|
|
2017
Q2 | $325K | Hold |
3,024
| – | – | 0.12% | 83 |
|
|
2017
Q1 | $281K | Hold |
3,024
| – | – | 0.11% | 81 |
|
|
2016
Q4 | $280K | Hold |
3,024
| – | – | 0.12% | 82 |
|
|
2016
Q3 | $268K | Hold |
3,024
| – | – | 0.11% | 88 |
|
|
2016
Q2 | $229K | Hold |
3,024
| – | – | 0.1% | 95 |
|
|
2016
Q1 | $231K | Hold |
3,024
| – | – | 0.1% | 93 |
|
|
2015
Q4 | $206K | Buy |
+3,024
| New | +$211K | 0.09% | 96 |
|
|
2015
Q3 | – | Sell |
-3,024
| Closed | -$256K | – | 105 |
|
|
2015
Q2 | $256K | Hold |
3,024
| – | – | 0.11% | 85 |
|
|
2015
Q1 | $242K | Hold |
3,024
| – | – | 0.1% | 88 |
|
|
2014
Q4 | $277K | Hold |
3,024
| – | – | 0.12% | 87 |
|
|
2014
Q3 | $299K | Hold |
3,024
| – | – | 0.13% | 89 |
|
|
2014
Q2 | $329K | Hold |
3,024
| – | – | 0.15% | 82 |
|
|
2014
Q1 | $300K | Hold |
3,024
| – | – | 0.15% | 80 |
|
|
2013
Q4 | $275K | Hold |
3,024
| – | – | 0.14% | 80 |
|
|
2013
Q3 | $252K | Hold |
3,024
| – | – | 0.14% | 83 |
|
|
2013
Q2 | $249K | Buy |
+3,024
| New | +$257K | 0.15% | 83 |
|
Other funds holding CAT
