Capital Directions Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $178K | Hold |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $183K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $142K | Hold |
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|
2019
Q4 | $181K | Hold |
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|
2019
Q3 | $155K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $4K | Buy |
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