Carroll Financial Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.75M | Sell |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.89M | Sell |
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|
2021
Q1 | $2.38M | Buy |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $787K | Buy |
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|
2019
Q4 | $972K | Buy |
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|
2019
Q3 | $806K | Buy |
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|
2019
Q2 | $856K | Buy |
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|
2019
Q1 | $610K | Sell |
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|
2018
Q4 | $580K | Buy |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $516K | Hold |
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|
2018
Q1 | $560K | Sell |
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|
2017
Q4 | $616K | Sell |
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|
2017
Q3 | $501K | Sell |
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|
2017
Q2 | $433K | Buy |
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|
2017
Q1 | $373K | Buy |
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|
2016
Q4 | $266K | Hold |
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|
2016
Q3 | $255K | Sell |
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|
2016
Q2 | $224K | Buy |
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|
2016
Q1 | $210K | Buy |
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|
2015
Q4 | $121K | Sell |
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|
2015
Q3 | $172K | Buy |
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|
2015
Q2 | $167K | Hold |
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|
2015
Q1 | $158K | Buy |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $73K | Sell |
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|
2014
Q2 | $140K | Hold |
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|
2014
Q1 | $128K | Sell |
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|
2013
Q4 | $126K | Buy |
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|
2013
Q3 | $116K | Hold |
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|
2013
Q2 | $114K | Buy |
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