Buckingham Strategic Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.38M | Sell |
|
|||||
|
2024
Q1 | $7.19M | Sell |
|
|||||
|
2023
Q4 | $6.51M | Sell |
|
|||||
|
2023
Q3 | $6.34M | Sell |
|
|||||
|
2023
Q2 | $5.75M | Buy |
|
|||||
|
2023
Q1 | $4.6M | Hold |
|
|||||
|
2022
Q4 | $4.6M | Buy |
|
|||||
|
2022
Q3 | $2.96M | Sell |
|
|||||
|
2022
Q2 | $3.25M | Buy |
|
|||||
|
2022
Q1 | $1.83M | Sell |
|
|||||
|
2021
Q4 | $1.7M | Sell |
|
|||||
|
2021
Q3 | $1.62M | Buy |
|
|||||
|
2021
Q2 | $1.8M | Buy |
|
|||||
|
2021
Q1 | $1.91M | Buy |
|
|||||
|
2020
Q4 | $1.34M | Buy |
|
|||||
|
2020
Q3 | $1.05M | Buy |
|
|||||
|
2020
Q2 | $771K | Sell |
|
|||||
|
2020
Q1 | $1.9M | Buy |
|
|||||
|
2019
Q4 | $1.01M | Buy |
|
|||||
|
2019
Q3 | $854K | Sell |
|
|||||
|
2019
Q2 | $1.02M | Buy |
|
|||||
|
2019
Q1 | $844K | Sell |
|
|||||
|
2018
Q4 | $960K | Buy |
|
|||||
|
2018
Q3 | $648K | Buy |
|
|||||
|
2018
Q2 | $478K | Buy |
|
|||||
|
2018
Q1 | $324K | Sell |
|
|||||
|
2017
Q4 | $684K | Sell |
|
|||||
|
2017
Q3 | $567K | Sell |
|
|||||
|
2017
Q2 | $543K | Buy |
|
|||||
|
2017
Q1 | $386K | Buy |
|
|||||
|
2016
Q4 | $365K | Buy |
|
|||||
|
2016
Q3 | $336K | Buy |
|