Carmichael Hill & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | $646K | Buy |
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|
2024
Q1 | $711K | Buy |
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $481K | Sell |
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|
2023
Q1 | $740K | Sell |
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|
2022
Q4 | $785K | Sell |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $590K | Sell |
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|
2022
Q1 | $737K | Sell |
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|
2021
Q4 | $709K | Sell |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $748K | Sell |
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|
2021
Q1 | $843K | Sell |
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|
2020
Q4 | $691K | Buy |
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|
2020
Q3 | $565K | Buy |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $559K | Buy |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $505K | Buy |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $480K | Hold |
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|
2018
Q3 | $576K | Sell |
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|
2018
Q2 | $520K | Hold |
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|
2018
Q1 | $564K | Sell |
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|
2017
Q4 | $619K | Buy |
|