Claraphi Advisory Network’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 | $865K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $2.13M | Sell |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $1.81M | Buy |
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|
2020
Q3 | $1.48M | Buy |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.13M | Buy |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $1.49M | Buy |
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